Paralegal, Trusts and Estates Planning
Make an impact at Goodwin, where we partner with our clients to practice law with integrity, ingenuity, agility and ambition. Our 1,400 lawyers across the United States, Europe and Asia excel at complex transactions, high-stakes litigation and world-class advisory services in the technology, life sciences, real estate, private equity and financial industries. Our unique combination of deep experience serving both the innovators and investors in a rapidly-changing, technology-driven economy sets us apart. Also a global destination for business professionals, Goodwin’s team of professional staff was named in 2019 the “Best Business Team” by The American Lawyer.
As a Trusts & Estate Planning Paralegal at Goodwin, you will have the opportunity to develop strong relationships with our attorneys and clients, while building substantive and institutional knowledge that adds critical value to our practice. At Goodwin we realize that being a paralegal is not just a job, it is a profession. As professionals, Paralegals are offered opportunities to play key roles on our client teams while also developing themselves to the highest caliber. Goodwin Paralegals work side-by-side with attorneys to provide high-quality, cost effective legal services. They add value through experience, advising on how best to approach tasks at hand.
What you do:
- Conduct various tax and banking activities including: Assisting in preparation of fiduciary income and charitable tax returns, coordination of payments of estimates and tax, preparing initial drafts of gift and estate tax returns, and assisting in audits of estate tax returns.
- Act as liaison with Probate Court: prepare documents to be filed, manage formal/informal probate processes, obtain certified copies of death, will and marriage certificates, arrange for appraisals and bond, and make preliminary tax estimates.
- Conduct various activities in connection with estate administration and Probate Court proceedings including: preparing trust and estate accountings, maintaining financial records of estates, calculating distributive shares of heirs and maintaining and updating form files.
- Perform other duties related to trust administration; tax calculations for estate planning.
Who you are:
- BA/BS preferred.
- 3 or more years of experience preferred.
- Paralegal experience or qualifying work experience in law firm or bank/trust company preferred.
- Strong organizational and communication skills.
- High level of attention to detail.
- Capable of handling multiple responsibilities.
- Ability to work well in a team oriented environment.
- Advanced proficiency with Microsoft Word and Excel is required.
- Notary appointment or willingness to obtain appointment.
- SEI custody system (or similar/general knowledge of banking transactions), ProSystem FX or similar tax preparation system (1041, 990‑PF, 706, 709 preparation), EFPTS (IRS online payment program), MassTaxConnect, WSC (1099s) preferred.
- Independent understanding of basic ideas and/or legal concepts involved with the types of matters to which he/she is likely to be assigned preferred, and seeks such information on assigned matters.
- Independently handles unexpected issues that arise during the course of a project.
- Effectively carries knowledge gained regarding how to perform a task or project to the next, similar project, with no re-explanation, and can at times apply this knowledge to different types of tasks, in order to create efficiencies.
- Handles assignments involving complex matters or fact patterns with supervision from attorneys.
- Proactively stays informed regarding changes in the law pertaining to practice area.
- Physical requirements: Sits for extended periods of time. May occasionally lift/move full records boxes weighing approximately 30 lbs.
- Travel: Not required.
- Environment: Hybrid with 3-day minimum in the office.
Goodwin Procter LLP is an equal opportunity employer. This means that Goodwin Procter LLP considers applicants for employment, and makes employment decisions without unlawful discrimination on the basis of race, color, gender, gender identity or expression, age, religion, national origin, citizenship status, disability, medical condition, genetic information, marital status, sexual orientation, military or veteran status, or other legally protected status.
Please note: Various agencies of the United States government require employers to collect information on applicants and employees. The National Association of Law Placement (NALP) and certain clients request us to keep track of certain aggregate information regarding lawyers. EEO information requested on this application is for purposes of compliance with these recordkeeping and reporting requirements and to determine recruiting and employment patterns. Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment.