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Legal Staff Paralegal in Framingham, MA

Bowditch & Dewey Nov 04,2022 Nov 11,2021 Location USA Framingham MA
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Law Firm

Legal Staff

Litigation - Trusts & Estates - Defense

Litigation - Trusts & Estates - Plaintiffs

Trusts and Estates

Trusts and Estates - General

Min 1 yrs required

Profile

Trusts and Estates Law Practice The candidate will organize and analyze asset information. Valuation of assets and strategize allocation to sub-trusts. Preparation of inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms. Research and draft grant deeds, trust transfer deeds, and supporting documents. Draft probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc. Assist with Estate and Gift Tax return preparation. Maintain checkbooks and banking records. Pay bills, and compute and disburse beneficiary distributions. Compute and payment of executor and trustee commissions. Preparation of formal and informal estate and trust accountings. Marshal assets and arrange for valuation as necessary. Read and interpret Wills and trust instruments. Prepare and file all documents required to probate wills. Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions. Handle issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties.

Qualification and Experience

The candidate must have a Juris Doctorate Degree from an accredited law school for attorney level positions; the ability to disseminate information from the bank, brokerage, and other financial statements; a wide range of Trust and Estate experience, business acumen, and superior interpersonal skills; excellent writing and research skills; demonstrated ability to work well in a team environment. Must be licensed to practice law in Massachusetts (multiple state Bar admissions are a plus). Should have excellent communication skills.

Additional info

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