Our client, a successful full-service law firm, is seeking a Trusts & Estates Paralegal to join their team in Boston, Massachusetts. In this role, you will collaborate with attorneys to ensure the efficient administration of estate and probate matters. The position requires expertise in managing probate cases and a strong ability to handle complex legal documentation and processes.
Location: Boston, MA
Schedule: Hybrid (4 days in, 1 day remote)
Salary: $110,000 - $135,000 (DOE)
Responsibilities:
- Draft and file probate petitions and related court pleadings
- Prepare notices, inventories, accountings, and other required probate filings
- E-file and manage documents in Probate Court
- Monitor court deadlines and ensure compliance with statutory requirements
- Assist estate administrators and executors with all phases of estate administration
- Coordinate the collection and valuation of estate assets
- Prepare and organize financial documentation, including income and estate-related documents
- Assist with preparation of estate accountings and settlement documentation
- Coordinate distribution of estate assets to beneficiaries
- Communicate with clients, beneficiaries, financial institutions, and court personnel
- Maintain detailed case management records and organize electronic and physical files
- Support attorneys with research related to probate procedures and requirements
Requirements:
- 5+ years of paralegal experience preferred in trusts & estates and probate
- Direct experience drafting and filing probate petitions and court pleadings required
- Strong knowledge of probate procedures and estate administration processes
- Experience assisting estate administrators/executors throughout estate settlement
- Familiarity with estate accounting and asset distribution procedures
- Proficiency in e-filing systems and court procedures
- Experience with document management systems and case management software
- Strong organizational skills and ability to manage multiple probate matters simultaneously
- Excellent written and verbal communication skills
- High level of professionalism and discretion when handling confidential financial information