Senior Probate Paralegal in Acton, MA| LawFirmStaff

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Title : Senior Probate Paralegal

Location : Massachusetts - Acton
Refer to Job # ZRMF822947


Senior Probate Paralegal The candidate will assist with all aspects of the administration of estates. Will assist in preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts. Communication (in person, by telephone and in writing) with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information or information to collect assets and/or liquidate assets. Preparation and transmittal of all necessary papers to transfer securities. Preparation and filing of claims for insurance proceeds and death benefits. Preparation and allowance of accounts in the probate court; preparation of trust accountings. Preparation of federal and state estate tax returns. Opening and closing estate accounts. Other responsibilities as client needs dictate. The candidate should have Bachelor's degree and paralegal certificate or appropriate job-related experience. Must have 5 years experience as a Trust & Estates Paralegal. Experience in probate matters, including drafting petitions and settlement of accounts is needed. Experience preparing federal and state estate tax returns is required. Must have experience with trust administration, including the calculation and funding of trust shares. Working knowledge of fiduciary income tax is needed.
 
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