Paralegal Trust & Estates in Worcester, MA| LawFirmStaff

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Title : Paralegal Trust & Estates

Location : Massachusetts - Worcester
Refer to Job # PKLV850775


Paralegal - Trust & Estates The candidate will be responsible for assisting attorneys, other paralegals and firm members with all aspects of estate planning and trust administration work in a team-oriented practice group. Organizing and analyzing asset information. Preparing of inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms. Researching and drafting grant deeds, trust transfer deeds, and supporting documents. Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc.. Assisting with Estate and Gift Tax return preparation. Maintaining checkbooks and banking records; paying bills, and computing and disbursing beneficiary distributions; computing and payment of executor and trustee commissions; preparation of formal and informal estate and trust accountings; Marshalling assets and arranging for valuation as necessary. Probate Court practice responsibilities include: Reading and interpreting Wills and trust instruments; prepare and file all documents required for probate wills; prepare receipt and release agreements, disclaimers, affidavits, accounting petitions; handle issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties. Should have 5+ years of paralegal experience in Trust & Estates and probate administration, preferably in a law firm. Paralegal Certification from an approved program is preferred.
 
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