Trusts & Estates Paralegal

Our client, a successful & growing law firm, is seeking a Trusts & Estates Paralegal to join their practice in Boston, Massachusetts. This position plays an important role in preparing estate planning materials, coordinating probate and trust administration matters, and helping attorneys deliver attentive, high-quality service to clients and advisors.

Location: Boston, MA

Schedule: Hybrid (4 days in office, 1 day remote)

Salary: $95,000 - $100,000 (depending on experience) + bonuses + amazing benefits

Responsibilities:

• Assist with trust and estate administration matters, including obtaining tax identification numbers, from opening through closing.
• Support attorneys in estate planning matters, including preparation and proofreading of wills, trusts, powers of attorney, health care proxies, funding documents, engagement letters, and related correspondence.
• Prepare and file probate administration documents with the Massachusetts and New Hampshire Probate and Family Courts.
• Assist with the preparation and filing of estate tax and gift tax returns.
• Communicate directly with clients, fiduciaries, financial advisors, accountants, appraisers, financial institutions, and other third parties.
• Prepare deeds, trustee certificates, homestead declarations, and other supporting estate planning documents.
• Prepare assignments of interest documents; coordinate and track execution and compiling of exhibits for sophisticated estate planning transactions.
• Manage calendars and track critical deadlines, including probate filings, tax return due dates, and estate plan signings.
• Maintain organized client files and assist with ongoing matter management.

Qualifications:

Compensation

$95,000.00-$100,000.00 Yearly

About Us

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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