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Title : Trusts - Estates Paralegal

Location : Massachusetts - Andover
Refer to Job # XTFQ840702

Trusts - Estates Paralegal The candidate will book appointments, maintain all files, calendar management, draft basic estate planning documents, administering, and follow through on probate matters, compile fiduciary accounts, prepare Medicaid applications, handle real estate transfers, and screening phone calls. Draft basic estate planning documents such as health care proxies, durable powers of attorney, wills and trusts; prepare probate pleadings including inventories and accounts, typing, filing, docketing and follow-through of probate matters; type forms ****** under direction of attorney; obtain taxpayer identification numbers where required. Put together estate planning binders for clients. Draw deeds, trustee certificates, beneficiary certificates, and trust funding documents, including beneficiary designation forms; draw up real estate documents, file documents for recording at appropriate registries of deeds, file tax information sheets with appropriate taxing authorities. Draw up Articles of Organization, maintain corporate books and order corporate kits as required.

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