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Legal Staff Paralegal in Worcester, MA

Bowditch & Dewey Jan 02,2022 May 12,2021 Location Worcester MA
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Law Firm

Legal Staff

Trusts and Estates

Min 5 yrs required

Profile

Trust & Estates Paralegal The candidate responsibilities includes: Organization and analysis of asset information; Preparation of various probate pleadings; Coordination of filings with the Probate Courts; Marshalling assets and arranging for valuations; Preparation of MassHealth applications; Drafting basic estate planning documents; Assist with titling and retitling of assets; Preparation of inventories and probate accountings; and Assisting with fiduciary income and Estate tax return preparation. Should be Proficient with MS Word, Excel, and Office and have a fundamental understanding of fiduciary income and estate tax. Must have strong organizational and communication skills Thorough knowledge of local Probate Court rules and procedures is critical. Knowledge of records management applications such as NetDocs and CCH tax preparation software is a plus. Paralegal Certification from an approved program is preferred. Must have 5 years of paralegal experience in Trust & Estates and probate administration, preferably in a law firm setting.

Additional info

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