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Attorney
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Woburn, MA
Corporate Attorney
Manchester, NH
Employment Law Associate Attorney
Manchester, NH | Woburn, MA
Experienced Employment Law Attorney
Manchester, NH | Woburn, MA
Trusts & Estates Associate Attorney
Manchester, NH
Experienced Trusts & Estates Attorney
Manchester, NH
Paralegal
Trusts and Estates Paralegal
McLane Middleton, a leading New England-based law firm, has a unique opportunity for a Trusts and Estates Paralegal in our Manchester, New Hampshire office. The firm has over 100 lawyers located in five offices, three in New Hampshire (Manchester, Concord and Portsmouth) and two in Massachusetts (Woburn and Boston). McLane Middleton is regularly listed as one of America’s leading law firms in Chambers USA, and 57 of its attorneys are listed in The Best Lawyers in America across a broad array of practice areas. The firm has a strong tradition over its 105-year history of deep involvement in the communities where its employees work and live. The firm is an active participant in the community and supports numerous charitable and professional associations.
We are seeking an experienced, detail-oriented, thorough, and organized Trusts and Estates Paralegal to join our team. We are seeking an individual with a broad base of experience including probate and trust administration, working knowledge of the Probate Court rules and procedures and probate accountings, Federal estate tax returns, and familiarity with trust accounting computer programs.
The ideal candidate will be a self-starter, able to work independently and have previous paralegal experience in the administration of trusts and estates, including the preparation of U.S. Estate Tax Returns (Form 706). Responsibilities include all facets of trust and probate administration, drafting correspondence and legal documents, preparing deeds, asset spreadsheets and probate pleadings, reviewing bank statements, and organizing and maintaining client files. In addition, the candidate must be capable of offering the highest level of service to our clientele. Professionalism and teamwork are important, so the best candidate works well with attorneys, co-workers, and our clients.
Skills, Education, and Experience:
- Minimum of 3 years of solid Trusts and Estates paralegal experience.
- Associate degree with paralegal studies emphasis. Bachelor’s degree from ABA approved paralegal program preferred.
- Certification from NALA or NFPA is a plus.
- Attention to detail, dependable, organized.
- Excellent computer skills including MS Office, iManage, and Adobe Acrobat
- Excellent problem solving and analytical skills
- Excellent proofreading skills and clear and concise communication skills.
Direct resume with cover letter to:
Pamela Ouellette, Director of Human Resources
Email: pamela.ouellette@McLane.com
Business Administration
Trust and Estates Client Matter Status Administrative Assistant (EstateWorks Software)
McLane Middleton, a leading New England-based law firm has a unique opportunity for a Trust and Estates Client Matter Status Administrative Assistant in our Manchester or Newington, New Hampshire office. The firm has over 100 lawyers located in five offices, three in New Hampshire (Manchester, Concord and Portsmouth) and two in Massachusetts (Woburn and Boston). McLane Middleton is regularly listed as one of America’s leading law firms in Chambers USA, and 57 of its attorneys are listed in The Best Lawyers in America across a broad array of practice areas. The firm has a strong tradition over its 105 year history of deep involvement in the communities where its employees work and live. The firm is an active participant in the community and supports numerous charitable and professional associations.
We are seeking a highly organized and detail-oriented individual to manage and track client matter statuses using EstateWorks software. The Client Matter Status Administrative Assistant will be responsible for overseeing the progress and status updates of client estate planning matters, ensuring accurate record-keeping, efficient workflow, timely communication with both clients and internal legal team, and will report to the Practice Coordinator.
The ideal candidate will possess a strong understanding of estate planning management processes, excellent communication skills, and proficiency in using Trust & Estates software such as EstateWorks. This role is crucial to ensuring that client matters are processed smoothly, and that all parties involved are kept informed of developments in a timely manner.
RESPONSIBILITIES:
- Use EstateWorks software to track and update the status of client estate matters, ensuring that all stages of the process are documented and up to date.
- Input and maintain accurate client and estate planning data within the system, including status changes, deadlines, and critical milestones.
- Serve as a point of contact for clients, providing regular updates on the status of their matters and addressing any questions or concerns.
- Lead and facilitate weekly meetings with and work closely with the legal and administrative teams to provide status reports and ensure all necessary information is captured and communicated effectively.
- Generate and distribute regular status reports to internal legal team, highlighting progress, potential delays, and any issues that may require attention.
- Assist in managing tasks and deadlines associated with client matters, ensuring that actions are taken in a timely manner to move matters forward.
- Always maintain a high-level of confidentiality and data security.
- Ensure that EstateWorks software is functioning properly, reporting any technical issues, and staying up to date on any new features or updates.
- Proactively identify any potential issues or delays in client matters and work with the appropriate teams to resolve them quickly and effectively.
- Provide back-up support to legal administrative team (answering phones, witnessing client signings, and other legal administrative tasks as assigned).
EXPERIENCE, SKILLS, QUALIFICATIONS:
- Minimum of 1 year of experience in estate planning, legal case management, or a similar role, preferably using EstateWorks or other estate management software.
- Strong working knowledge of EstateWorks or similar estate management platforms, with the ability to navigate and update statuses, generate reports, and manage workflows efficiently.
- Exceptional attention to detail and accuracy in data entry and status updates.
- Strong organizational and time management skills, with the ability to prioritize tasks effectively and meet deadlines.
- Excellent written and verbal communication skills, with the ability to provide clear, concise updates to clients and internal teams.
- Strong analytical skills and the ability to identify issues, troubleshoot problems, and offer practical solutions.
- Ability to handle sensitive client information with discretion and in compliance with legal and ethical standards.
- Ability to work well within a collaborative team environment, contributing to shared goals and maintaining positive relationships with both clients and colleagues.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, etc.).
Direct resume with cover letter to:
Lisa Pinardi, Legal Support Manager
Email: lisa.pinardi@McLane.com
McLane Middleton believes that all persons are entitled to equal employment opportunity and does not discriminate against its employees or applicants because of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, evaluation, discipline, layoff, and termination.