Estate Settlement Advisor

1 week ago

South Boston, United States Virtual 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 Responsibilities Include: 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. Establish and maintain a detailed timetable and tracking system for estate settlement, ensuring efficient and timely completion of tasks. Prepare accurate federal and state estate or inheritance tax returns, adhering to all relevant tax laws and regulations. Analyze estate tax planning documents and generate comprehensive estate tax projections, providing valuable insights to Trustees and members of the Fiduciary Services Group. 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. Actively participate in our gift tax return process including, but not limited to, processing and reviewing more complex returns. Qualifications: JD. with demonstrated experience in estate settlement in a law firm or small investment office. Member of the Massachusetts Bar Association. 7-10 years of previous estate settlement experience.

  • Estate Settlement Advisor

    7 days ago

    South 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...

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    7 days ago

    Boston, United States Vaco Full time

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    Boston, United States Vaco Full time

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    3 hours ago

    boston, United States Vaco Full time

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    7 days ago

    Boston, United States Vaco Full time

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    2 months ago

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    1 month ago

    Boston, United States Vaco Full time

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    1 month ago

    Boston, United States Vaco Full time

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    7 days ago

    Boston, United States Vaco Full time

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    Boston, Massachusetts, United States Vaco Full time

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