Estate & Trust Associate
Squillace & Associates, P.C., Boston, MA, United States
The Estate and Trust Associate will work directly with Howland Capital’s Chief Fiduciary Officer to support Howland Capital’s portfolio management, portfolio administrators, tax team, and clients. The Estate and Trust Associate is responsible for coordinating review of client trusts and estate planning as well as assisting with estate and trust administration. This hybrid role has an in‑office requirement of 10 days per month.
Essential Functions
Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern
Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents
Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement
Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust‑related event dates
Re‑register client accounts to reflect trustee or beneficiary changes in a timely manner
Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents
Prepare and maintain probate accounting reports and filings for selected estates and trusts
Maintain and review updated IRA beneficiary designations
Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs)
Organize trust and estate files for accuracy and accessibility
Qualifications
Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred
Excellent phone presence, verbal and written skills
Ability to manage and prioritize multiple tasks and projects
Ability to work independently and collaboratively with various teams within the firm
Strong organizational skills with great attention to detail
Proficiency in MS Office products (Outlook, Word, Excel)
Prior experience in financial services or law preferred
#J-18808-Ljbffr
Essential Functions
Conduct high-level summary reviews of client estate plans to identify key provisions and potential areas of concern
Assist the Chief Fiduciary Officer in conducting regular, detailed reviews and cataloging of trust documents
Oversee administration of client estates, ensuring accurate tracking and execution of necessary steps in estate settlement
Maintain a comprehensive calendar to monitor estate tax return due dates, disclaimer dates, termination dates, and other estate and trust‑related event dates
Re‑register client accounts to reflect trustee or beneficiary changes in a timely manner
Support the Chief Fiduciary Officer in drafting, preparation, and execution of Trustee Appointments, Release Agreements, Promissory Notes, and other documents
Prepare and maintain probate accounting reports and filings for selected estates and trusts
Maintain and review updated IRA beneficiary designations
Prepare and distribute Crummey withdrawal notices and process premium payments for all Irrevocable Life Insurance Trusts (ILITs)
Organize trust and estate files for accuracy and accessibility
Qualifications
Bachelor’s degree required; paralegal certification, CTFA, CPA, or other relevant credentials preferred
Excellent phone presence, verbal and written skills
Ability to manage and prioritize multiple tasks and projects
Ability to work independently and collaboratively with various teams within the firm
Strong organizational skills with great attention to detail
Proficiency in MS Office products (Outlook, Word, Excel)
Prior experience in financial services or law preferred
#J-18808-Ljbffr