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; preparing estate planning documents with automation software; and preparing and following up on beneficiary designation forms and asset transfer documentation, such as deeds and Declarations of Homestead. The role involves significant client contact, communication with Probate Courts, close collaboration with attorneys and secretaries, caseload management, and tracking filing deadlines. Knowledge of Irrevocable Life Insurance Trust administration is a plus. The candidate should be a motivated self-starter capable of managing multiple clients.