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trust & estate Paralegal

2 months ago

Boston, United States DM LAW SERVICES LLC Full time

The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service.



Responsibilities:

Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
Preparing accounting for both estates and trusts;
Preparing death tax returns, including federal estate tax returns and state estate tax returns;
Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, 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.



Requirements

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)
Ability to learn and use advanced software programs and new technology and desire to seek and attend training to improve skills
Good understanding of basic business relationships and client confidentiality principles