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Paralegal – Trusts & Estates at Qualdoc
Boston, Massachusetts, United States -
Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

98000.0

Posted On

02 Nov, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Estate Tax Preparation, Communication, Organizational Skills, Attention To Detail, Document Management, Deadline Management, Estate Planning, Probate Forms, Tax Returns, Deeds, Trustee Certificates, Health Care Proxies, Living Wills, HIPAA Forms, Funding Instructions, Critical Deadlines

Industry

Outsourcing and Offshoring Consulting

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. \n 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 \n
Responsibilities
The Paralegal will support attorneys within the Trusts & Estates department by administering complex estates and preparing necessary documentation. Key tasks include filing probate forms, preparing estate tax returns, and drafting ancillary estate planning documents.