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Paralegal / Legal Assistant

PYWL May 23,2019 May 22,2019 Location Norwell MA
This job is expired...

Law Firm

Legal Staff

Litigation - Foreclosure (Lender-side)

Trusts and Estates

1-3 yrs required

Profile

About Us

  • We design and maintain comprehensive estate plans and administer trusts and estates for new and current clients.
  • We take our work seriously and are known for providing high-quality service, accessibility, and peace of mind to our clients and their loved ones.
  • We strive to remain outstanding at what we do.

 

Estate Planning Paralegal - We are searching for a talented Paralegal to join our team.

About the PARALEGAL Opportunity

  • Communicate with clients, financial institutions, registries, courts and other related parties by phone, email and correspondence to address inquiries and casework after research, review and communication with the attorney.
  • Prepare and develop a working knowledge of all estate planning documents including Last Wills and Testament, Revocable Trusts, Irrevocable Trusts, Durable Powers of Attorney, Health Care Proxies, Deeds, Realty Trusts, Trustee Certificates, Life Estate Calculations, Change of Beneficiary Forms, Engagement Letters, Grantor Trust Letters, Funding Instructions, Final Billing Letters and Final Summary Letters.
  • Present professional and friendly demeanor to clients, develop rapport, gather information and review documentation for signature.
  • Witness/notarize signing of documents, stamp/seal, finalize, summarize, upload, deliver casework with a review of next steps and follow up to the completion of all outstanding tasks.
  • Create new file folders (electronic and hardcopy), copy, scan, file, organize/analyze/summarize client information to develop a working knowledge of client facts and legal issues sufficient to productively work the case with the attorney and become the client contact.
  • Data entry of client, referral, calendar, task, billing, and accounting information.
  • Manage workflow, tasks and client information effectively to address shifting priorities and bring each case to a successful and timely conclusion.
  • Maintain daily billing records in compliance with PYWL standards.
  • Maintain sufficient billable hours to meet weekly and monthly targets.
  • Present information to client, registry, court, DOR, MassHealth or referral source.
  • Participate in new client development, creation of marketing/educational materials and building opportunities for growth and improvement of the firm.

About You

  • You love interacting with people and making a difference in their lives.
  • You are instantly likable, confident but humble and establish rapport effortlessly.
  • You have outstanding computer skills and are not afraid to learn new apps and software programs.
  • You are comfortable organizing, analyzing and summarizing financial information, drafting estate plans, processing multi-step assignments, communicating with clients and following up on casework.
  • You can anticipate problems and issues and exercise sound independent judgment.
  • You easily comprehend new instructions and information and enjoy your role in the progression of the workflow.
  • You can take a project from start to finish with minimal supervision.
  • You can handle frequent interruptions and remain focused as workflow and priorities change.
  • You are a team player and are happy to help where you can.
  • You can effectively manage multiple case deadlines simultaneously.
  • You take ownership and are accountable.
  • You get excited about what we do because of the difference we make for our clients.

About Your Experience

  • You have a Bachelor’s degree.
  • You have 1-3 years of professional work experience.
  • You have a high level of proficiency using Microsoft Word, Excel and Outlook.
  • You have excellent technology skills and the ability to navigate multiple software programs.
  • You have the ability to work independently with minimal supervision and be a team player in a fast-paced environment.

Experience as an estate planning paralegal is beneficial but not required.

Benefits

We offer a competitive compensation and benefits package.

Apply

Please submit your resume and cover letter to include, WHY are you the best fit for this position?

NO AGENCY, NO PHONE CALLS, and NO WALK-INS.

Company info

Company Profile

PYWL is a growing South Shore law firm practicing in the areas of estate planning, estate administration, elder law, and long-term care planning. We are a fast-paced law office helping families during emotional times when they need to know that their work is our priority.