
Estate Planning and Administration Specialist
6 hours ago
Job Title: Estate Planning and Administration Paralegal
About the JobWe are seeking a highly organized, detail-oriented, and caring professional to join our team as an Estate Planning and Administration Paralegal. This is an excellent opportunity for someone who wants to work in a collaborative environment, grow professionally, and make an impact in their work.
The ideal candidate will have a minimum of 3 years of experience in estate planning, elder law, estate administration, or long-term care planning. They should be proficient in Microsoft Office and have strong communication skills. The ability to work in a hybrid remote/in-person environment is essential.
Responsibilities- Review meetings with clients
- Meetings with referral partners
- Team meetings and case management
- Organizing and analyzing asset information
- Preparing probate pleadings
- Coordinating filings with Probate Courts
- Marshaling assets and arranging valuations
- Preparing MassHealth applications
- Drafting estate planning documents
- Assisting with titling and retitling assets
- Preparing inventories and probate accountings
- Assisting with fiduciary income and estate tax returns
- Passion for assisting clients with strong communication skills
- Accountability, proactive attitude, and team collaboration
- Creative problem-solving, attention to detail, legal drafting skills
- Minimum 3 years experience in estate planning, elder law, estate administration, or long-term care planning
- High-quality work, client management, procedural adherence, adaptability, and professionalism
- Proficiency in Microsoft Office and Trust & Estate work (3+ years preferred)
We offer competitive compensation, health, dental, and retirement benefits, and flexible hybrid work options. Our collaborative, client-focused environment allows attorneys to make an impact, grow professionally, and find meaning in their work.
About UsWe provide peace of mind through trusted estate planning, estate administration, and elder law services. If you are an experienced estate planning, elder law, and probate professional seeking a supportive and impactful firm, apply today.
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