Job Details

Probate And Trust Paralegal

Company name

Organization Type

Law Firm

Job Type

Legal Staff

Years of Experience

Min 1 yrs required

Location

Boston, MA

Date Last Verified

Aug 08,2017

Posted on

Mar 28,2017
Practice Area
Trusts and Estates >> Trusts and Estates
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Probate and Trust Paralegal The candidate must have experience with all aspects of the probate and estate settlement process, including drafting and filing petitions, collecting and distributing assets, and preparing accounts. Familiarity with revocable and irrevocable trusts, charitable interests, guardianships, interpretation of wills, and familiarity with trust administration a plus. Must also have knowledge of trust accounting and security trading and be able to work well with clients, brokers and vendors. Must be capable of preparing fiduciary income tax returns, estate tax and gift tax returns. Must have exemplary technical and organizational skills, attention to detail, strong client service skills, and excellent verbal and written communication skills. Word and Excel skills is a must.

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