Available Position: Probate and Trust Paralegal

Borchers Trust Law Group, P.C. is seeking a full-time Probate and Trust Administration Paralegal to work with our innovative, forward-thinking team in our Medway, MA office. We’re looking for someone who is able to work on both probate and trust administration, including accountings.

BTLG is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates. With our TrustCASE™ system, we map out estate administration up-front to simplify the process and relieve stress for our clients and their families.

At BTLG, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients.

Responsibilities:

  • Draft, read, and interpret legal documents, including trustee appointments and resignations and trust amendments

  • Prepare probate inventories, court filings and probate accountings

  • Produce summaries and accountings for trust beneficiaries

  • Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate tax returns (Form 706)

  • Communicate with trust and estate beneficiaries regarding distributions

  • Attend trust beneficiary meetings

  • Assist in retitling assets, identifying provisions, and executing principal payments

  • General bookkeeping duties as needed

Requirements:

  • 5+ years of probate and trust administration experience in a law firm, trust department or accounting firm

  • In-depth understanding and appreciation of the trust and estate administration process from start to finish

  • Proficiency with cloud-based applications such as Office, QuickBooks, and CRM software

  • Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously

  • Able to work independently, under pressure, with minimal supervision

  • Excellent references and credit check required

  • DISC Profile preferred

  • Notary license a plus

Benefits:

  • Competitive pay

  • Full benefits including health, dental, and vision coverage

  • Team-building activities and opportunities for professional development

  • Option to work remotely on occasion

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