Paralegal – Trusts & Estates

Paralegal – Trusts & Estates

Pay: $92,000 – $98,000 annually (plus discretionary year-end bonus potential)
Benefits: Full benefits package including 401(k), medical, vision, dental, and PTO
Schedule: Monday–Friday, full-time (one remote day per week)
Type: Direct Hire
Location: Boston, MA (Hybrid)

Position Overview

The Paralegal will support attorneys within the Trusts & Estates department. The ideal candidate has at least five years of experience in a similar role, with strong management, organizational, and communication skills, and the ability to handle multiple priorities and deadlines.

Key Responsibilities:
Administer complex and taxable estates, including preparation and filing of probate forms Prepare Massachusetts and federal estate tax returns Communicate directly with fiduciaries, financial advisors, accountants, and other third parties Support attorneys with estate planning processes, including engagement letters, funding instructions, and related documentation Draft ancillary estate planning documents (powers of attorney, health care proxies, living wills, HIPAA forms, etc.) Obtain and draft deeds, trustee certificates, and homestead declarations Calendar and track critical deadlines (probate filings, tax due dates, and estate plan signings)

Preferred Software Experience:
GEMS (estate tax preparation) Microsoft Excel, PowerPoint NumberCruncher software NetDocuments or similar document management systems

Qualifications:
Minimum 5 years of recent experience as a Paralegal in Trusts & Estates Strong attention to detail and organizational skills Excellent written and verbal communication Ability to manage multiple attorneys and competing priorities Corporate or commercial real estate experience is a plus, but not required