Probate And Trust Paralegal

Profile

Probate and Trust Paralegal
The candidate will draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments. Prepare probate inventories, court filings and probate accountings/. Produce summaries and accountings for trust beneficiaries. Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Attend trust beneficiary meetings. Assist in retitling assets, identifying provisions, and executing principal payments. General bookkeeping duties as needed. 5+ years of probate and trust administration experience in a law firm, trust department or accounting firm are required. Proficiency with cloud-based applications such as Office, QuickBooks, and CRM software are required. Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously are required. Able to work independently, under pressure, with minimal supervision are required. Excellent references and credit check required. DISC Profile preferred. Notary license a plus.

Company info

Hiring Coordinator
Borchers Trust Law Group P.C.
77 Main Street
Medway, MA 02053