Estate Advisor

About This Role

Administer a specific book of assigned estates from valuation to distribution, ensuring compliance with departmental and firm policies. This role involves meticulous financial management, tax preparation, and continuous coordination with attorneys and clients.

Responsibilities

• Estimate value of estate assets, debts, costs, and taxes to determine cash needs
• Collect deceased's assets and arrange payment of debts, federal and state estate taxes, income taxes, and administration expenses
• Prepare federal, Massachusetts, and other state estate tax returns
• Participate in federal and/or state estate tax audits with the responsible attorney
• Arrange for the distribution of estate assets according to the estate plan, statutes, and beneficiary designations
• Originate trust-funding plans
• Coordinate with Estate Coordinator to prepare and file all probate forms and accountings with the applicable Registry of Probate
• Consult with the responsible attorney to keep them informed on administration aspects and procedural deadlines
• Establish and maintain effective working relationships with clients, advisors, and professionals to obtain/provide information and respond to inquiries
• Participate in training and development initiatives, including educational programs and consultations
• Maintain complete files for each assigned estate
• Report status and issues relating to estate administration to the Trustee and/or Department Manager

Requirements

• Bachelor’s degree in Finance or related field or equivalent work experience
• 5+ years of estate settlement experience
• Exceptional written, oral, and interpersonal communication skills
• Proven ability to think quickly in a fast-paced environment
• Strong organizational, problem solving and analytical skills
• Ability to work in a multi-task environment with minimum supervision
• Proficient use of Excel, Word, Outlook, and PowerPoint

Qualifications

• Bachelor’s degree in Finance or related field required or equivalent work experience
• Five + years of estate settlement experience

Nice to Have

• Knowledge of SE2 Trust Accounting System or similar
• Knowledge of SEI/SWP, GEMS, TrustEase, CCH ProSystem FX, Zane Software, CCH ViewPlan, ZCalc, or similar systems

Skills

* Required skills

Benefits