Trust Estate Administration Paralegal Jobs in Boston

Trusts and Estate Administration Paralegal The candidate will be responsible ... the preparation of probate accounts, trust accounts, estate tax returns, affidavits, funding documents, ... returns, and related income and..

Administrative Legal Assistant Responsibilities: Answering the phone for the attorneys and treating each caller with utmost respect and a level of importance. Scheduling of appointments for new and existing clients. Greeting ..

Legal Administrative Assistant The candidate will join family law and estate planning practice. Will be working under attorneys and assisting with heavy case load in every way. Accurately and timely submitting ..

Trust and Estate Planning Associate Attorney The candidate ... Meet with clients in the Trust Support TM program to review, ... to review, refresh and refine estate planning documents as..

... will be working with $5‐$15M+ estate planning clients through the planning ... paralegals. Serving on the firm’s estate planning drafting committee. Working closely ... Working closely with the firm’s..

... will be working with $5‐$15M+ estate planning clients through the planning ... be serving on the firm’s estate planning drafting committee. Working closely ... Working closely with the firm’s..

... counsel in the areas of estate planning, wills and trusts, probate ... planning, wills and trusts, probate administration, and related real property matters. ... of attorney, probate petitions, real..

Legal Administrative Assistant – Probate and Trust Administration Responsibilities: Answer phones and communicate with clients, screen when necessary. Schedule and confirm appointments. Distribute and prepare mail for the EAD Dept., including ..

Paralegal The ideal candidate must have ... must have 2+ years of paralegal experience with estate planning and probate concentration. Should ... concentration. Should have experience in: Estate planning, Massachusetts..

Trust and Estates Paralegal The candidate will prepare a ... will prepare a variety of estate planning documents using WealthDocx, an ... and changing beneficiaries to complete trust funding. Administer..

Trust Advisor The candidate will assist Trustees with administrative decisions; ensure that assigned accounts are administered in accordance with their document terms. Frequent direct contact with multiple generations of family members ..

Senior Estate Tax Accountant The candidate prepares ... timely files federal and/or state estate, gift, fiduciary and individual income ... highest complexity. Analyzes and summarizes estate planning documents, including all..

Job Title: Estate Planning, Probate And Trust Administration, And Elder Law Associate AttorneyJob ... MA. This role focuses on estate planning, probate and trust administration, and elder law. The ideal..

... as fiduciaries in connection with estate planning, trust, and estate administration, and individual and fiduciary income ... income tax, gift tax, and estate tax return preparation. Relevant experience .....

Paralegal – Probate & Trust Administration The candidate will draft, read, ... trustee appointments and resignations and trust amendments. Prepare probate inventories, court ... Produce summaries and accountings for trust..

Paralegal / Trust Administrator The candidate will be ... conservatorship and probate pleadings, and estate planning documents. Assisting with trust administration. Must be experienced. Should be .....

Trust & Compliance Triage and Program ... candidate will assist with the administration and management of the compliance ... communications, and assisting with other Trust and Compliance programs, such as..

Estate Administrator The candidate will be ... responsible for all aspects of estate administration. Prepare and file Probate Court ... and file Federal and Massachusetts estate tax returns. Collect assets,..

Private Client Legal Administrative Assistant The candidate' must have 1-3 years of professional experience; display attention to detail; a customer service orientation; ability to work well in teams; a proactive work ..

Trust Coordinator The candidate will provide ... direct administrative support for assigned Trust Advisors and a small subset ... decisions of those accounts. Assists Trust Advisors, Trustees, Lawyers, and Clients..

Litigation and Private Wealth Paralegal The candidate will assist attorneys ... all stages of litigation and estate planning matters. Legal fact and ... and assistance with will and trust signings...

... Top Ranked Law Firm seeks estate planning and probate attorney with ... will be independently meeting with estate plan clients, making recommendations, and ... be preparing drafting instructions for..

... join its innovative and forward-thinking Estate Planning and Administration teams. This full-time position offers ... environment, focusing on probate and trust administration, estate planning, and taxation issues. The .....