Paralegal – Trusts & Estates

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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.