What are the responsibilities and job description for the Trust & Estates Paralegal-Boston position at Benazir Recruiting?
Job Description
The trusts and estates administrative paralegal is responsible for managing and timely producing a high volume of complex, detailed work involving domestic estate administration, trust administration, and fiduciary accounting in a manner that ensures that the company successfully meets its objective of distinguishing itself through exceptional service.
Responsibilities :
- Identifying, gathering, and valuing assets; preparing various probate and accounting documents;
- Preparing accounting for both estates and trusts;
- Preparing death tax returns, including federal estate tax returns and state estate tax returns;
- Reviewing and interpreting wills and trust agreements, in collaboration with attorneys, to implement the plan during the estate and trust administration process and to fund trusts;
- 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.
Requirements
Education and Experience :