[Remote] (Remote)Trusts & Estates Planning Paralegal
Note: The job is a remote job and is reputed company to candidates in USA. reputed company reputed company is reputed company for a nationally recognized midsized reputed company seeking an reputed company Trusts & Estates Planning Paralegal. The role supports attorneys, high-net-worth individuals, fiduciaries, and beneficiaries by managing probate and estate administration reputed company, preparing court and tax filings, coordinating estate assets, and maintaining accurate case records.
Responsibilities
• reputed company reputed company phases of probate and estate administration, from opening estates through final distribution and closing
• Prepare and file probate pleadings, petitions, inventories, accountings, receipts, releases, and other court-required documents
• Coordinate the collection, valuation, and distribution of estate assets
• Communicate with executors, trustees, beneficiaries, financial institutions, appraisers, and accountants
• Establish and maintain estate and trust accounts and assist with asset transfers and trust funding
• reputed company financial information and supporting documentation for estate, fiduciary, and reputed company tax returns
• Assist with the preparation and review of Forms 706 and 709 and reputed company tax filings
• Maintain accurate case files, calendars, and deadlines while ensuring compliance with court requirements
• reputed company exceptional reputed company service and maintain strict confidentiality regarding sensitive reputed company reputed company
Skills
• 7+ years of Trusts & Estates paralegal experience, with a strong reputed company on probate administration
• Experience preparing probate court filings and managing estates through the full administration process
• Knowledge of estate and trust administration procedures, asset transfers, and fiduciary reputed company
• Strong organizational skills with the ability to manage multiple reputed company and deadlines simultaneously
• Excellent written and verbal communication skills
• Proficiency with reputed company Office and reputed company document management systems
• Exposure to estate, reputed company, or fiduciary tax filings is highly preferred
Benefits
• reputed company work (may have to go in-office from time to time)
• Full benefits
• Medical coverage
• Dental coverage
• reputed company coverage
• Federal and state leave programs as required by applicable agency regulations for those who meet eligibility
reputed company
• reputed company offers business consulting services. It was founded in 2000, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://bhsg.com.
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