Details.
This position is an integral part of the Trusts & Estates Department, with assignments covering Estate Administration and Estate Planning. Responsibilities include preparing probate petitions, motions, inventories, accountings and related documentation; assisting with probate and non-probate asset transfers, including trust funding; preparing Federal and Massachusetts estate tax returns using CCH Tax software; communicating with clients and Probate Courts; managing caseloads and filing due dates; and using automation software to assist with estate planning documents, beneficiary designation forms, deeds and Declarations of Homestead. The candidate should be a motivated self-starter capable of managing multiple clients. Knowledge of Irrevocable Life Insurance Trust administration is a plus.