Attorney

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Attorney

The candidate will be organizing and analyzing asset information. Valuating assets and strategizing allocation to subtrusts. Preparing inventories, asset allocation agreements, asset transfer documents, and Judicial Council forms. Researching and drafting grant deeds, trust transfer deeds, and supporting documents. Drafting probate pleadings, including fiduciary reports/accountings, Spousal Property petitions, Heggstad petitions, etc. Assisting with Estate and Gift Tax return preparation. Maintaining checkbooks and banking records. Paying bills, and computing and disbursing beneficiary distributions. Computing and payment of executor and trustee commissions; preparation of formal and informal estate and trust accountings. Marshalling assets and arranging for valuation as necessary. Reading and interpreting Wills and trust instruments. Preparing and filing all documents required to probate wills. Preparing receipt and release agreements, disclaimers, affidavits, accounting petitions. Handling issuance and revocation of letters and other miscellaneous proceedings, including preparation of petitions and overseeing service on interested parties. Must have a Juris Doctorate Degree from an accredited law school for attorney-level positions. Should have experience with a wide range of Trust and Estate, business acumen and superior interpersonal skills. Should have excellent communication skills. Must possess excellent writing and research skills. Should have demonstrated ability to work well in a team environment.

Company info

Bowditch & Dewey, LLP
200 Crossing Boulevard Suite 300
Framingham
Massachusetts
United States 01702
Website : http://www.bowditch.com