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Estate Administrator

1 month ago

Boston, United States Fiduciary Trust Company Full time

Trust and Estate Administration Responsibilities:


Perform all aspects of the estate administration process, including preparation and processing of probate court documents and forms, collection of estate assets, coordination of valuation of estate assets, collection of non-probate assets (such as insurance death benefits, annuities and transfer on death accounts), payment of estate bills, and payment of legacies.


Coordinate estate and trust distributions, correspond with beneficiaries, oversee the transfer of securities and final cash payments, communicate with operations department to close accounts.


Assist with trust funding and special trust-related administrative and distribution projects as required.


Assist with the allowance of estate and trust accountings and the probate closing process.


Attend appraisals of tangibles and real estate, assist with the collection, disposition and distribution of tangibles, and ensure formal transfer of title of estate assets as needed.


Estate Tax Preparation Responsibilities:

Preparation and filing of federal estate tax returns (Form 706) and state death tax returns in collaboration with Trust Counsel Team.


Review and analyze wills, trust instruments, tax returns and client files for information relevant to preparation of the estate tax returns.


Compute the gross estate, and gather, research and value decedent’s assets.


Understand and evaluate the use of various elections and deductions on the estate tax return and the impact on the estate tax.


Obtain releases of estate tax liens when appropriate.


Maintain familiarity with related I.R.S. code sections and changing legislation.


Monitor open Massachusetts inheritance tax cases, and compute and pay taxes.

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