Estate Settlement Advisor

2 weeks ago

Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a commitment to providing timely and positive responses.


The nature of this position provides significant exposure to trusts, estate planning, and investment portfolio management activities. Integrity, discretion, and the utmost respect for confidential information are paramount.


Key Responsibilities Include:

Comprehensive Estate Settlement: Assume full responsibility for all stages of estate settlement, encompassing asset valuation, collection, and transfer; payment of debts and liabilities; asset distribution and trust funding; preparation of inventories and accounts for the probate estate.

Timely Project Management: Establish and maintain a detailed timetable and tracking system for estate settlement, ensuring efficient and timely completion of tasks.

Tax Compliance: Prepare accurate federal and state estate or inheritance tax returns, adhering to all relevant tax laws and regulations.

Estate Tax Planning: Analyze estate tax planning documents and generate comprehensive estate tax projections, providing valuable insights to Trustees and members of the Fiduciary Services Group.

Probate Accounting: Oversee all aspects of the probate accounting process, collaborating with internal partners to complete necessary documentation and external counsel to submit to the Probate Court.

Gift Tax Support: Actively participate in our gift tax return process including, but not limited to, processing and reviewing more complex returns.

Efficient Multitasking: Effectively manage multiple ongoing projects, coordinate processes, and prioritize tasks with sound judgment to ensure efficient and timely completion.

Team Collaboration: Work seamlessly with various office departments, adhering to established procedures and delivering high-quality results to meet client and trustee expectations.

Qualifications:

  • J.D. with demonstrated experience in estate settlement in a law firm or small investment office.
  • Member of the Massachusetts Bar Association.
  • 10+ years of previous estate settlement experience.
  • High level or in-depth computer competencies: MS Excel, Word, PowerPoint and Outlook; Accounting/Portfolio Management Systems (SunGard’s AddVantage), and CCH Axcess Systems.
  • Possess the wherewithal to exercise poise and tact for communication both internal and external.


Skills:

Client-Centric Approach: Proven success in providing exceptional personal service to clients.

Confidentiality and Problem-Solving: Ability to handle complex, sensitive, and confidential information with discretion, maturity, and a positive outlook, even under pressure.

Legal and Tax Expertise: Effective collaboration with outside counsel on legal and tax matters, with a keen ability to identify and address potential issues.

Client Communication: Excellent communication skills, including the ability to explain complex estate planning and tax concepts to trustees and clients in a clear and understandable manner.

Proactive Work Ethic: Self-motivated and results-oriented, capable of working independently with minimal supervision and completing tasks within deadlines.

Adaptability: Willingness to learn new areas of responsibility and continuously develop professional skills.

Attention to Detail: Meticulous attention to detail and strong follow-up skills to ensure accuracy and completeness.

Strong Communication: Excellent verbal, written, analytical, and editing skills.

Technical Proficiency: Ability to quickly learn and adapt to new concepts and computer applications in a demanding environment.

Ownership and Accountability: Takes initiative, assumes responsibility for tasks, and consistently meets challenging deadlines.

Work Ethic and Commitment: Demonstrates a strong work ethic and a dedication to achieving high-quality results.

Positive Attitude: Maintains a positive and can-do attitude, willing to go the extra mile to contribute to the success of the team.

Reporting and Classification:

The Estate Settlement Advisor will report to the Head of Fiduciary Services. This position is exempt and may necessitate flexibility in hours, from time to time, with little or no advance notice.


Work Location:

The Estate Settlement Advisor will be required to work from our Boston, MA office three days per week, with the option to work remotely two days per week with manager approval. Remote work eligibility and in-office work requirements are subject to change and are evaluated as part of the firm’s Remote Workplace Program.


This job description is not intended to include all job responsibilities, does not constitute an employment agreement between the employer and employee, and is subject to change by the employer, as the needs of the employer and requirements of the job change.


Notice to Employment Agencies: Employment agencies are an important component to our talent acquisition strategy, and we value the partnerships we have built with our preferred vendors. We will not accept unsolicited resumes from employment agencies for any employment opportunity. All resumes submitted by search firms directly to employees or hiring managers at Loring, Wolcott & Coolidge Trust in any form without a signed Employment Agency Agreement on file and search engagement for that position, will be deemed unsolicited in nature, and no fee will be paid in the event the candidate is hired as a result of the referral or through other means.

  • Estate Settlement Advisor

    2 weeks ago

    Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full time

    The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. This role necessitates a proactive approach to problem-solving, an open-minded attitude towards new challenges, and a...

  • Estate Settlement Advisor

    1 day ago

    Boston, United States Vaco Full time

    Estate Settlement Advisor Vaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement. Key...

  • Estate Settlement Advisor

    4 days ago

    Boston, United States Vaco Full time

    Estate Settlement AdvisorVaco Boston has partner with our client that is seeking an Estate Settlement Advisor. This individual will perform a wide range of complex estate settlement functions, demanding a deep understanding of trusts, estate planning, investments, probate, and tax laws while maintaining a high level of client engagement.Key Responsibilities...

  • Trust & Estate Associate

    3 weeks ago

    Boston, United States Fiduciary Trust Company Full time

    Position Overview:This position supports and partners with the Chief Fiduciary Officer and three attorneys by providing high-quality administrative support. Primary ResponsibilitiesCommunicate with internal clients regarding trust and estate legal issues that arise in connection with trust administration, estate planning and estate administration....

  • Trust & Estate Associate

    3 weeks ago

    Boston, United States Fiduciary Trust Company Full time

    Position Overview:This position supports and partners with the Chief Fiduciary Officer and three attorneys by providing high-quality administrative support. Primary ResponsibilitiesCommunicate with internal clients regarding trust and estate legal issues that arise in connection with trust administration, estate planning and estate administration....

  • Corporate Real Estate Advisor

    5 days ago

    Boston, Massachusetts, United States Hughes Marino Full time

    About Us:Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project...

  • Estate and Trust Services Coordinator

    1 week ago

    Boston, Massachusetts, United States Verrill Dana Full time

    Position OverviewVerrill Dana is currently seeking a dedicated Trust and Estate Administrator to support our Private Clients and Fiduciary Services Group. This role is pivotal in ensuring the effective management of trust and estate operations, providing essential administrative and client service support.Key ResponsibilitiesThe successful candidate will be...

  • Estate Administrator

    7 days ago

    boston, United States Goulston & Storrs Full time

    SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in our Boston and New York offices, responsible for administering a variety of estates, including large and complex taxable estates. The individual...

  • Estate Administrator

    1 week ago

    boston, United States Goulston & Storrs Full time

    SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in our Boston and New York offices, responsible for administering a variety of estates, including large and complex taxable estates. The individual...

  • Estate Administrator

    3 months ago

    Boston, United States Goulston & Storrs Full time

    SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in our Boston and New York offices, responsible for administering a variety of estates, including large and complex taxable estates. The individual...

  • Estate Administrator

    3 months ago

    Boston, United States Goulston & Storrs Full time

    SUMMARY: Goulston & Storrs, an Am Law 200 law firm, has an immediate need for a motivated, analytical, detailed and experienced Estate Administrator to work directly with its Private Client and Trust attorneys in our Boston and New York offices, responsible for administering a variety of estates, including large and complex taxable estates. The individual...

  • Trusts & Estates Coordinator

    3 days ago

    Boston, Massachusetts, United States Beacon Hill Full time

    Job Description:Beacon Hill is seeking a highly motivated and detail-oriented Trusts & Estates Assistant to join their team in Boston. As a key member of the Trusts and Estates Department, this individual will provide administrative support to multiple attorneys, ensuring the smooth operation of the team.Key Responsibilities:Document Preparation: Prepare and...

  • Real Estate Paralegal Specialist

    3 days ago

    Boston, Massachusetts, United States Lawson-Weitzen Full time

    Job SummaryWe are seeking a highly skilled and experienced Real Estate Paralegal to join our team at Lawson & Weitzen, LLP. As a key member of our real estate department, you will be responsible for handling a variety of residential and commercial real estate matters, including purchases, sales, and refinances.Key ResponsibilitiesProcess residential and...

  • Commercial Real Estate Paralegal

    2 weeks ago

    Boston, United States DarrowEverett LLP Full time

    DarrowEverett LLP is looking for a Commercial Real Estate Paralegal with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its...

  • Commercial Real Estate Paralegal

    2 weeks ago

    Boston, United States DarrowEverett LLP Full time

    DarrowEverett LLP is looking for a Commercial Real Estate Paralegal with immediate availability. The candidate must have excellent communication and administrative skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its...

  • Trust and Estates Administrative Coordinator

    3 days ago

    Boston, Massachusetts, United States Rubin and Rudman LLP Full time

    Job DescriptionJob Summary:Rubin and Rudman LLP is seeking a highly motivated and organized Trusts and Estates Administrative Assistant to provide administrative support to the Trusts and Estates Department. The ideal candidate will have excellent communication and organizational skills, with the ability to work effectively in a fast-paced environment.Key...

  • Advisor to the CEO

    3 months ago

    Boston, United States New Silver Full time

    Job DescriptionJob DescriptionPosition Title: Advisor to the CEOLocation: Boston Massachusetts (hybrid model)Company Overview:New Silver is a fintech company with a mission - helping to improve local communities by providing fast, convenient and flexible capital to real estate investors. We use data and technology to provide our clients with fast approvals...

  • Associate Wealth Advisor

    5 days ago

    Boston, United States Lake Street Advisors Group, LLC. Full time

    Career Opportunities with Lake Street Advisors Group LLC A great place to work. We are looking for a self-motivated problem solver and experienced Associate Wealth Advisor to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate...

  • Trust & Estate Attorney

    1 week ago

    Boston, United States Distinct | North America Full time

    A mid-size Boston based firm with a great reputation are looking for a Trust & Estates Associate with 4+ years’ experience to join their expanding growing Estate, Financial & Tax Planning Practice.This position includes the planning and implementation of sophisticated estate planning strategies and involves extensive interactions with clients and other...

  • Trust & Estate Attorney

    1 week ago

    boston, United States Distinct | North America Full time

    A mid-size Boston based firm with a great reputation are looking for a Trust & Estates Associate with 4+ years’ experience to join their expanding growing Estate, Financial & Tax Planning Practice.This position includes the planning and implementation of sophisticated estate planning strategies and involves extensive interactions with clients and other...