Probate Paralegal - Wellesley
Trust and Estate boutique firm is looking for a Paralegal with minimum of 4 years of experience working with a probate group.
* Assist with all aspects of the administration of estates.
* Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts.
* Communication with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information and/or liquidate assets.
* Preparation and transmittal of all necessary papers to transfer securities.
* Preparation and filing of claims for insurance proceeds and death benefits.
ยท* Preparation and allowance of accounts in the probate court; preparation of trust accountings.
* Preparation of federal and state estate tax returns.
* Opening and closing estate accounts.
* Interface with clients to learn and assist with their needs.
Compensation: 20% higher than other firms, Excellent benefits package.
This is a full-time position. Please submit cover letters and resumes via email
Benefits:
401(k)Dental insuranceDisability insuranceFlexible spending accountHealth insuranceLife insurancePaid time offVision insuranceHybrid remoteWellesley, MA or Providence, R.I.
* Assist with all aspects of the administration of estates.
* Preparation of probate documents and miscellaneous court documents relating to probate court administration of estates and trusts.
* Communication with clients to obtain information required for probate and estate administration; communication with banks, businesses, insurance companies, brokerage firms, and others to collect asset information and/or liquidate assets.
* Preparation and transmittal of all necessary papers to transfer securities.
* Preparation and filing of claims for insurance proceeds and death benefits.
ยท* Preparation and allowance of accounts in the probate court; preparation of trust accountings.
* Preparation of federal and state estate tax returns.
* Opening and closing estate accounts.
* Interface with clients to learn and assist with their needs.
Compensation: 20% higher than other firms, Excellent benefits package.
This is a full-time position. Please submit cover letters and resumes via email
Benefits:
401(k)Dental insuranceDisability insuranceFlexible spending accountHealth insuranceLife insurancePaid time offVision insuranceHybrid remoteWellesley, MA or Providence, R.I.