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Senior Estate and Trust Administration Attorney #28438

Senior Estate and Trust Administration Attorney

Salary: DOE

10 years of experience in trust and estate administration, including gift and estate tax filings, strong probate experience, and supervisory experience required

A law firm in Wellesley Hills, MA is looking to hire an experienced Senior Estate and Trust Administration Attorney to supervise the firm’s busy probate department. If you have solid experience in probate matters and work well with others while leading a team, apply to this opportunity.

Responsibilities

  • Senior Estate and Trust Administration Attorney will work closely with, lead and supervise an experienced team of paralegals
  • Collect proceeds from life insurance policies
  • Identify and secure estate assets
  • Obtain appraisals for the decedent’s real property
  • Assist in the payment of bills and debts
  • Prepare and file all documents required by a probate court; must be comfortable going to court
  • Prepare State Tax Returns and Fiduciary Income Tax Returns
  • Determine if any estate or inheritance taxes are due, and making sure those debts are satisfied
  • Resolve income tax issues
  • Manage the estate checking account
  • Transfer assets in the decedent’s name to the appropriate beneficiaries
  • Make a final disbursement of assets to beneficiaries after all bills and taxes have been paid

Requirements

  • Bachelor’s Degree
  • 10 years of experience in trust and estate administration, including gift and estate tax filings, strong probate experience, and supervisory experience
  • Must be computer/tech savvy
  • Team player with motivation and drive
  • Strong attention to detail

Categories: Direct Hire|Legal Jobs, Region| Wellesley - MA

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BPTW 2019

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