Trust Administration Paralegal in Boston, MA| LawFirmStaff

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Title : Trust Administration Paralegal

Location : Massachusetts - Boston
Refer to Job # IDMR746523


Trust Administration Paralegal The candidate will work with trust custodians, annuity companies, beneficiaries, trustees and investment advisors on day-to-day operations; work on third-party bill payments and distributions for beneficiaries; work with and respond to questions from government entities regarding benefits; prepare 1041 tax returns for trusts, quarterly estimates, capital gain adjustments and related filings; calculate trustee fees on a quarterly and annual basis; work on varying sorts of trust instruments including insurance trusts (with the latter, responsible for calendaring due dates, preparing for and making payments and creating Crummey letters). Must have experience of 3 years. Fluent Spanish a plus although not required. Paralegal Certificate preferred.
 
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