Trust & Estates Paralegal
2 weeks ago
Vaco Boston has partnered with a well-respected Boston based law firm that is seeking a Trusts & Estates Paralegal.
Responsibilities:
· Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
· Preparing accountings for both estates and trusts;
· Preparing death tax returns, including the federal estate tax return and state estate tax returns;
· Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
· Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
Education and Experience:
· Undergraduate degree and paralegal certification (or equivalent)
· Familiarity with procedures of courts and regulatory agencies
· Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and with document management software
· Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems)
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trust & estate Paralegal
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Trusts And Estates Paralegal, Boston
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Boston, United States Vaco Full timeVaco Boston has partnered with a well-respected Boston based law firm that is seeking a Trusts & Estates Paralegal.Responsibilities:· Identifying, gathering, and valuing assets; preparing various probate and accounting documents;· Preparing accountings for both estates and trusts;· Preparing death tax returns, including the federal estate tax return and...
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