We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration paralegal to lead probate and trust settlement cases from start to finish.
Key Responsibilities:
Independently manage estate administration, probate, and trust settlement cases from start to finish. Prepare, review, and submit necessary probate forms and court documents. Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes. Oversee ongoing trust administration cases, handling trust and estate accounting duties. Serve as the primary point of contact for clients, courts, and third parties
Qualifications:
Experience:
Minimum of 2years of dedicated experience in probate and trust settlement required Drafting probate and trust documents. Estate and trust accounting background.