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Trust and Estates Paralegal

4 weeks ago

Boston, Massachusetts, United States Benazir Recruiting Full time
Job Summary
Benazir Recruiting seeks a skilled Trust and Estates Paralegal to manage and produce complex estate administration, trust administration, and fiduciary accounting work. The ideal candidate will have a strong understanding of domestic estate administration, trust administration, and fiduciary accounting procedures.

Key Responsibilities
  • Identify, gather, and value assets; prepare probate and accounting documents.
  • Prepare accounting for estates and trusts; review and interpret wills and trust agreements.
  • Prepare death tax returns, including federal estate tax returns and state estate tax returns.
  • Collaborate with attorneys to implement estate and trust administration plans.
Requirements
  • Undergraduate degree and paralegal certification.
  • Familiarity with court and regulatory agency procedures.
  • Experience with Microsoft Office, PDF software, and document management software.
  • Ability to learn advanced software programs and new technology.
  • Good understanding of business relationships and client confidentiality principles.