Demo

Trust & Estates Paralegal

Capstone Search Partners
Boston, MA Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/2/2025
About the Firm:
Our client is a leading, full-service law firm in Boston, recognized for providing exceptional legal services and fostering lasting client relationships. With a distinguished Trust & Estates practice, we offer sophisticated legal counsel to individuals, families, and fiduciaries on a wide range of estate planning, administration, and trust matters. We are seeking a dedicated and detail-oriented Trust & Estates Paralegal to join our team and contribute to our client-focused approach.

Position Summary:
As a Trust & Estates Paralegal, you will support attorneys in estate planning, trust administration, and probate matters. This role involves working closely with high-net-worth individuals and families, ensuring that their estates and trusts are administered with the highest level of professionalism and care. You will assist with managing and preparing essential documents and filings, collaborating with attorneys, and providing exceptional service to clients.

Key Responsibilities:

  • Assist in the preparation and execution of estate planning documents, including wills, trusts, powers of attorney, and health care directives.
  • Coordinate and manage trust and estate administration tasks, including probate filings, asset transfers, and beneficiary distributions.
  • Draft and file probate pleadings, estate inventories, and accountings.
  • Prepare federal and state estate tax returns, as well as gift tax returns.
  • Manage client relationships by addressing inquiries and providing updates on trust and estate matters.
  • Oversee the maintenance of estate planning files and databases, ensuring organization and compliance with firm standards.
  • Assist in reviewing and summarizing financial documents, tax filings, and trust instruments.
  • Coordinate the valuation and distribution of estate assets, including real estate, securities, and personal property.
  • Collaborate with attorneys to ensure smooth case management and facilitate the timely execution of documents and filings.
  • Conduct legal research on estate administration laws and procedures as needed.

Qualifications:

  • Bachelor’s degree or paralegal certification required.
  • Minimum of 3 years of experience as a paralegal in Trust & Estates law.
  • In-depth knowledge of Massachusetts estate planning, probate, and trust administration procedures.
  • Experience with preparing estate tax returns and navigating probate courts in Massachusetts.
  • Excellent organizational and time-management skills, with the ability to manage multiple matters concurrently.
  • Strong written and verbal communication skills.
  • Proficiency in Microsoft Office Suite and legal practice management software.
  • Ability to maintain strict confidentiality and handle sensitive client matters with discretion.
  • Client-focused with a professional demeanor and a collaborative team-oriented approach.

Why Join Us?

  • Competitive salary with a comprehensive benefits package.
  • Opportunity to work with a highly respected team in a premier Boston law firm.
  • Professional development opportunities and support for continued education.
  • A dynamic and inclusive work environment that values diversity and professional growth.

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Trust & Estates Paralegal?

Sign up to receive alerts about other jobs on the Trust & Estates Paralegal career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$87,692 - $109,715
Income Estimation: 
$109,573 - $137,354
Income Estimation: 
$87,692 - $109,715
Income Estimation: 
$109,573 - $137,354
Income Estimation: 
$67,293 - $87,606
Income Estimation: 
$83,364 - $108,753
Income Estimation: 
$75,273 - $95,163
Income Estimation: 
$87,692 - $109,715
Income Estimation: 
$63,983 - $82,602
Income Estimation: 
$75,273 - $95,163
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Capstone Search Partners

Capstone Search Partners
Hired Organization Address Florence, SC Full Time
The Opportunity : Labor & Employment Paralegal Send resumes to : hayley.christina@capstonesp.com Join one of South Carol...
Capstone Search Partners
Hired Organization Address Naples, FL Full Time
About the Firm : Our firm is celebrated for its excellence in family law, juvenile law, and estate planning, consistentl...
Capstone Search Partners
Hired Organization Address West Columbia, SC Full Time
The Opportunity : Real Estate Paralegal Send resumes to : hayley.christina@capstonesp.comAre you ready to elevate your c...
Capstone Search Partners
Hired Organization Address Aurora, CO Full Time
About the Firm : Our client is a highly respected, premier law firm in Denver, CO, known for its dynamic litigation prac...

Not the job you're looking for? Here are some other Trust & Estates Paralegal jobs in the Boston, MA area that may be a better fit.

Trust & Estates Paralegal-Boston

Benazir Recruiting, Boston, MA

Paralegal, Trust & Estates (AmLaw100)

Plona Partners, Boston, MA

AI Assistant is available now!

Feel free to start your new journey!