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Trusts And Estates Paralegal, Boston
4 weeks ago
The role involves managing complex estate and trust administration, including fiduciary accounting, to deliver exceptional service. The paralegal will work independently, handling estate administration from start to finish while collaborating with attorneys as needed. Strong mathematical, organizational, and technological skills are essential.
Responsibilities:
- Identify, gather, and value assets; prepare probate and accounting documents.
- Prepare accountings for estates and trusts.
- Prepare federal and state estate tax returns.
- Review and interpret wills and trust agreements with attorneys to implement plans and fund trusts.
- Perform basic legal research using various resources.
Education and Experience:
- Undergraduate degree and paralegal certification (or equivalent).
- Familiarity with court and regulatory procedures.
- Proficiency in Microsoft Office, PDF software, document management, and tax preparation/accounting software (e.g., FastTax, ProSystems).
- Ability to learn advanced software and seek training for skill enhancement.
- Understanding of business relationships and client confidentiality.
Work Arrangement: Hybrid (3 days in-office, 2 days remote).
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