- Independently collect estate information and track estate related deadlines.
- Organize and analyze asset information.
- Prepare probate related forms.
- Assist with Estate and Gift Tax return preparation.
- File probate forms online and if necessary, in person.
- Marshall assets and arrange for valuation, as necessary.
- Read and interpret wills and trust instruments.
- Prepare Trustee succession paperwork and see through to execution.
- Prepare and file all documents required to probate wills.
- Prepare receipt and release agreements, disclaimers, affidavits, accounting petitions.
- Handle issuance letters and oversee publication of notices.
- Proficiency with advanced MS Word, Excel, Outlook, and Publisher.
- Familiarity with local court rules and procedures is critical.
- Knowledge of records management applications such as NetDocs is a plus.
- Knowledge of CCH Axcess is a plus.
- Minimum of 5 years of paralegal experience in Trust & Estates and probate administration, preferably in a law firm.
- Excellent verbal and written communication skills.
- Excellent writing and research skills.
- Paralegal Certification from an approved program is preferred.
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Trust & Estates Paralegal - Worcester, United States - Bowditch & Dewey, LLP
Description
Job Description
Job DescriptionBowditch & Dewey is seeking an experienced Trust & Estates Paralegal to support attorneys in the Trust & Estates practice area. This hybrid position, based in our Worcester office offers 4 in-office days and 1 remote day per week. The Trust & Estates paralegal conducts a wide variety of tasks to assist attorneys in their practices, including drafting probate documents and other trust and estate administration related documents and communicating with clients. The person in this role is responsible for assisting attorneys, other paralegals and firm members with all aspects of trust administration working in a team-oriented practice group.
Essential Job Responsibilities:
Performance of all phases of trust and estate administration, to include but are not limited to the following:
Probate Court practice responsibilities include:
Skills:
Requirements:
With more than 70 lawyers seamlessly connected in three strategic Massachusetts offices – Boston, Framingham and Worcester – Bowditch is a preeminent law firm, deep in the areas of business and finance, real estate and environmental, litigation, employment and labor, and estate and tax planning, delivering outstanding client satisfaction and big-firm quality legal services.
Company Description
Bowditch is a highly-regarded law firm handling sophisticated transactions, challenging litigation and complex regulatory issues for businesses, families and institutions throughout Massachusetts, the region and beyond.\r\r
With more than 70 lawyers seamlessly connected in three strategic Massachusetts offices – Boston, Framingham and Worcester – Bowditch is a preeminent law firm, deep in the areas of business and finance, real estate and environmental, litigation, employment and labor, and estate and tax planning, delivering outstanding client satisfaction and big-firm quality legal services.
