Probate And Trust Paralegal in Boston, MA| LawFirmStaff

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Title : Probate And Trust Paralegal

Location : Massachusetts - Boston
Refer to Job # IFBD788206


Probate And Trust Paralegal The candidate will draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments. Prepare probate inventories, court filings and probate accountings. Produce summaries and accountings for trust beneficiaries. Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Attend trust beneficiary meetings. Assist in retitling assets, identifying provisions, and executing principal payments. General bookkeeping duties as needed. Should have 5+ years of probate and trust administration experience in a law firm, trust department or accounting firm. In-depth understanding and appreciation of the trust and estate administration process from start to finish required. Must have proficiency with cloud-based applications such as Office, QuickBooks, and CRM software. DISC Profile preferred. Notary license a plus.
 
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