Paralegal – Trusts & Estates
QualdocBoston, MA
$92,000 - $98,000 / year
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Job Description
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
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