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Senior Trusts-Estates Paralegal The candidate will draft estate planning documents, probate court documents, compiling fiduciary accounts, Preparing Medicaid applications, maintaining all files, calendar management, and following up with clients, probate court, and MassHealth. Prepare estate planning documents such as Wills, health care proxies, durable powers of attorney, and trusts; prepare probate pleadings including Petitions for Probate, Guardianship and Conservatorships, inventories and accounts, and follow-up with the Courts of probate matters; type forms 706, 709 under the direction of an attorney; obtain taxpayer-identification numbers where required; put together estate planning binders for clients. Draw deeds, trustee certificates, beneficiary certificates, and trust funding documents, including beneficiary designation forms; draw up real estate documents, file documents for recording at appropriate registries of deeds, file tax information sheets with appropriate taxing authorities. Electronic filing of real estate documents with the Registries or Deeds and Registries of Probate. Prepare and file Articles of Organization, maintain corporate books and order corporate kits as required. Should have 5+ years of experience.
