Legal Staff Paralegal in Worcester, MA

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Law Firm

Worcester, MA

Legal Staff Paralegal in Worcester, MA

Legal Staff

No

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Trusts and Estates Law Practice - Expansion Paralegal Duties: Organizing and analyzing asset information. Valuation of assets and strategize allocation to sub-trusts. Preparation of inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms. Researching and drafting grant deeds, trust transfer deeds, and supporting documents. Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc. Assisting with Estate and Gift Tax return preparation. Maintaining checkbooks and banking records. Paying bills, and computing and disbursing beneficiary distributions. Computing and payment of executor and trustee commissions; preparation of formal and informal estate and trust accountings. Marshalling assets and arranging for valuation as necessary. Probate Court responsibilities include Reading and interpreting 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.

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

Feb 09, 2022
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