Position Overview
Description We are looking for a skilled Paralegal to join our team in Boston, Massachusetts. This position focuses on trusts and estates administration, requiring a detail-oriented individual with expertise in estate planning, probate, and fiduciary accounting. The ideal candidate will be capable of independently managing estate administration from start to finish while collaborating with attorneys as needed.
Responsibilities:
• Collecting, organizing, and appraising assets for estate administration purposes.
• Drafting and preparing probate and estate-related documents with precision.
• Compiling and maintaining detailed accountings for trusts and estates.
• Preparing federal and state estate tax returns, along with fiduciary income tax filings.
• Analyzing wills and trust agreements to execute plans and ensure proper trust funding.
• Monitoring deadlines and maintaining accurate records through docket systems.
• Conducting basic legal research and utili...