Estate Administrator - Daley and Associates
Boston, MA
About the Job
Estate Administrator - Boston - Hybrid - up to $150k
This highly regarded, mid-sized law firm is seeking an Estate Administrator to join their esteemed practice. You will be supporting leading attorneys in the field and working directly with clients on all matters relating to trusts and estates.
This is an excellent opportunity for an Estate Administrator or non-practicing attorney with at least 4 years of experience to join a preeminent firm.
Responsibilities include:
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This highly regarded, mid-sized law firm is seeking an Estate Administrator to join their esteemed practice. You will be supporting leading attorneys in the field and working directly with clients on all matters relating to trusts and estates.
This is an excellent opportunity for an Estate Administrator or non-practicing attorney with at least 4 years of experience to join a preeminent firm.
Responsibilities include:
- Building strong relationships with clients
- Obtaining allowance of wills
- Valuing estate assets for tax purposes
- Determining debts, expenses and taxes and reviewing cash needs
- Assisting with the implementation of estate and income tax planning strategies
- Coordinating with the Trust Department and Tax Accountants regularly
- Distributing assets and funding trusts in accordance with the estate plan
- Overseeing firm's insurance trusts
- Bachelor’s degree required, JD preferred (practicing or non-practicing attorneys)
- 4+ years of Estate Administration experience
- Knowledge of probate court practices, fiduciary income tax and trust funding
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Source : Daley and Associates