Paralegal (Trusts & Estate Planning)

Location: Boston, United States of America

Target salary range: $90,000.00–$100,000.00 annually, varying by location and commensurate with relevant experience.

Company

hirify.global is a global law firm serving investors, entrepreneurs, and companies across life sciences, private equity, real estate, technology, and financial industries.

What you will do

• Support estate administration and Probate Court proceedings, including accountings, financial records, distributive-share calculations, form files, filings, certified records, appraisals, bonds, and preliminary tax estimates.
• Assist with fiduciary income, charitable, gift, and estate tax returns, estimated tax payments, and estate tax audits.
• Coordinate trust account activity through online banking and investment systems, including funding, distributions, and expense payments.
• Prepare and review trust accountings and financial summaries and assist trustees with trust administration.
• Handle complex matters and unexpected issues with attorney supervision, transfer knowledge across projects, and identify efficiencies.
• Stay informed about changes in law and collaborate with attorneys, trustees, firm accounting personnel, and clients.

Requirements

• Paralegal experience or qualifying experience in a law firm, bank, or trust company preferred.
• Three or more years of experience preferred; a BA/BS is preferred.
• Advanced proficiency with Microsoft Word and Excel is required.
• Strong organizational and communication skills, attention to detail, ability to manage multiple responsibilities, and ability to work in a team-oriented environment.
• Notary appointment or willingness to obtain an appointment.
• Independent understanding of basic ideas and legal concepts relevant to assigned matters, with the ability to research and apply that knowledge independently.
• Ability to independently handle unexpected issues arising during projects.

Nice to have

• Familiarity with SEI/SWP.

Culture & Benefits

• Full-time professional role with opportunities to work closely with attorneys and clients on substantive matters.
• Health, dental, vision, life, and disability insurance.
• Retirement and savings plan, paid vacation, sick time, and holidays.
• Emergency back-up child and adult care, wellness and assistance programs, employee discounts, and perks.
• Professional development, career advancement, and employee recognition programs.
• Eligible for overtime.