- Identifying, gathering, and valuing assets;
- Preparing various probate and estate administration documents;
- Preparing accountings for both estates and trusts;
- Preparing death tax returns, including federal and state estate tax returns;
- Preparing federal and state fiduciary income tax returns;
- Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, so as to implement the plan during the estate and trust administration process and to fund trusts;
- Managing a docket system and tracking deadlines; and
- Although attorneys generally research issues of law, the paralegal must be able to use reference materials and perform basic research using a variety of resources.
- Undergraduate degree and paralegal certification (or equivalent);
- Familiarity with procedures of Probate Courts, taxing authorities and regulatory agencies preferred;
- Experience working with Microsoft Office resources (Outlook, Word, Excel, PowerPoint), with PDF software and related scanning and production utilities, and document management software;
- Experience working with tax preparation and accounting software (e.g., FastTax, ProSystems);
- Ability to learn and use advanced software programs and new technology and have a desire to seek and attend training to improve skills; and
- Good understanding of basic business relationships and client confidentiality principles.
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Estate and Trust Paralegal - Boston, United States - Devana Group - Recruitment and Business Solutions
Description
The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving estate administration, trust administration, probate, family law and fiduciary accounting in a manner that ensures that we're successful meets its objective of distinguishing itself through exceptional service. The paralegal must be able to work independently, handling the administration of an estate from beginning to end, and collaborating with attorneys as needed. Because much of the work is in the areas of accounting and taxes, the paralegal must have good mathematical skills, good organizational skills, and strong technological skills.
Responsibilities:
Education and Experience:
