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Title : Trust And Estates Probate Paralegal

Location : Massachusetts - Boston
Refer to Job # ACFM793895

Trusts and Estates Probate Paralegal Duties: Draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments. Prepare probate court filings, inventories, and accountings. Produce informal summaries and accountings for trust and estate beneficiaries. Ability to work on an estate from the time of client's death; gathering information about assets and debts, through to distribution of assets from the decedent to the estate to the beneficiaries. Prepare and update status reports of estate administration for attorneys. Prepare estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Attend trust and estate beneficiary meetings. Assist in retitling assets. General bookkeeping duties as needed. Record billable time daily; review and edit bill proformas monthly; print, copy and pay final bills monthly. Organize, scan, copy, and fax legal documents in a timely manner. Update and organize electronic and physical files for easy access. Regular and dependable attendance is an essential function of the job. Handles special projects or additional responsibilities as assigned from time to time by the attorneys in the Department. Qualifications: Knowledge of financial and legal management principles in order to assist with the responsibility for the firm's Trusts and Estates Department at a level normally acquired through completion of a Bachelor's degree in accounting, finance or equivalent experience. 2 A" 5 years of experience with all aspects of the probate process, including collecting and distributing assets, and preparing accounts. 3 - 5 years of progressively responsible related work experience necessary in order to gain the expertise needed to administer an estate from the decedent's death through final distributions to beneficiaries. Ability to demonstrate impeccable integrity in personal and fiduciary matters. Interpersonal skills necessary in order to communicate with a diverse group of attorneys, staff and clients and provide information and customer service A? with courtesy and tact. Working knowledge of excel. Working knowledge of E Val and pro system fx, a plus.

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