Trusts and Estates Paralegal

Rubin And Rudman Llp•Westborough, MA

1d•$75,000 - $130,000•Onsite

About The Position

Rubin Rudman is seeking a self-motivated, highly organized Trusts and Estates Paralegal to support attorneys in the Trusts & Estates Department. Based in the firm’s Westborough, Massachusetts office, this role provides paralegal support across estate planning, probate and trust administration, and guardianship and conservatorship matters. The position is full-time and on-site. The role involves assisting attorneys with probate and trust administration, organizing and valuing estate and trust assets, preparing filings and estate planning documents under attorney supervision, and coordinating with clients, courts, financial institutions, and other professionals. It also includes managing deadlines and records, preparing correspondence and reports, entering billable time, and maintaining confidentiality. The firm’s expected salary range is $75,000–$130,000 annually. Actual salary depends on education, experience, internal equity, and other job-related factors, consistent with applicable law. The position is non-exempt, and work occasionally requires more than 35 hours per week. Occasional travel to courts, the firm’s Boston office, or client meetings may be required. Qualified applicants must be able to complete essential duties with or without reasonable accommodation. Rubin and Rudman LLP is an equal opportunity employer.

Requirements

Associate’s degree or equivalent combination of education and relevant experience.
Ability to review and organize financial records, including bank statements, investment accounts, and asset documentation.
Strong written and verbal communication skills.
Ability to work effectively and professionally with clients, exercising patience and tact.
Excellent attention to detail, organization, time management, and follow-through.
Ability to manage multiple matters and competing deadlines.
Proficiency with Microsoft Word, Excel, and Outlook.
Sound judgment and ability to handle confidential information with professionalism and discretion.
Ability to work independently, take initiative, and consistently follow through on assignments.

Nice To Haves

Bachelor’s degree preferred.
Paralegal experience or Paralegal Certificate preferred but not required.
Familiarity with Massachusetts Probate and Family Court procedures preferred.
Experience with MassHealth applications and eligibility requirements preferred.
Experience with document-management and time-and-billing systems preferred.

Responsibilities

Assist attorneys with all phases of probate and trust administration.
Identify, gather, organize, and value estate and trust assets.
Review and organize bank statements, investment records, and other financial documentation.
Prepare estate inventories, accountings, probate filings, and supporting documentation.
Assist with MassHealth applications by gathering financial information and preparing supporting documentation.
Draft estate planning documents, including wills, trusts, powers of attorney, health care proxies, and related documents under attorney supervision.
Prepare and coordinate probate court filings and monitor court requirements and deadlines.
Communicate professionally with clients, beneficiaries, fiduciaries, financial institutions, courts, government agencies, accountants, financial advisors, and other professionals.
Manage matter deadlines, calendars, client meetings, and document execution sessions.
Maintain accurate records of court filings and proceedings.
Prepare correspondence, memoranda, reports, and status updates accurately.
Enter billable time and assist with billing and invoice review as needed.
Maintain strict confidentiality of client and firm information.
Travel occasionally to courts, the firm’s Boston office, or client meetings as required.