Associate Trust amp Estates

100KCrossing; Boston (MA); On-site; USD 110,000 - 160,000; Full time

Job summary

100KCrossing is seeking a detail-oriented Associate for our Trust & Estates Team. The role advises individuals, families, fiduciaries, and business owners on estate planning, probate, and tax-efficient wealth transfers.

You will handle sophisticated matters in a collaborative, professional environment. Ideal candidates have a JD and 2–5 years' trust and estates experience, with proven drafting, research, and client-service skills.

Qualifications

• Juris Doctor degree from an accredited law school.
• 2–5 years of relevant trusts and estates experience.
• Experience drafting estate planning documents and handling estate or trust administration matters.
• Knowledge of federal and state estate, gift, and fiduciary income tax laws.
• Excellent legal research, writing, analytical, and drafting skills.

Responsibilities

• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, durable powers of attorney, health care proxies, and related instruments.
• Advise clients on estate, gift, generation-skipping transfer, and income tax planning considerations.
• Assist with probate proceedings, trust administration, estate settlement, and fiduciary accounting matters.
• Prepare and review federal and state estate tax returns, gift tax returns, and related filings.
• Support planning for high-net-worth individuals, closely held business owners, blended families, and charitable giving structures.
• Conduct legal research and analysis on trusts and estates, tax, probate, fiduciary, and related legal issues.
• Communicate directly with clients, fiduciaries, financial advisors, accountants, and other professional advisors.
• Manage multiple client matters efficiently while meeting deadlines and maintaining strong attention to detail.

Skills

Estate planning

Legal drafting

Legal research

Client communication

Attention to detail

Education

Juris Doctor degree

Job description

We are seeking a detail-oriented and client-focused Associate to join our Trust & Estates Team. The ideal candidate will have experience advising individuals, families, fiduciaries, and business owners on estate planning, managing probate and trust administration matters, and tax-efficient wealth transfer strategies. This role offers the opportunity to work on sophisticated matters in a collaborative, professional environment.

Key Responsibilities

• Draft and review estate planning documents, including wills, revocable and irrevocable trusts, durable powers of attorney, health care proxies, and related instruments.
• Advise clients on estate, gift, generation-skipping transfer, and income tax planning considerations.
• Assist with probate proceedings, trust administration, estate settlement, and fiduciary accounting matters.
• Prepare and review federal and state estate tax returns, gift tax returns, and related filings.
• Support planning for high-net-worth individuals, closely held business owners, blended families, and charitable giving structures.
• Conduct legal research and analysis on trusts and estates, tax, probate, fiduciary, and related legal issues.
• Communicate directly with clients, fiduciaries, financial advisors, accountants, and other professional advisors.
• Manage multiple client matters efficiently while meeting deadlines and maintaining strong attention to detail.

Qualifications

• Juris Doctor degree from an accredited law school.
• Two to five years of relevant trusts and estates experience.
• Experience drafting estate planning documents and handling estate or trust administration matters.
• Knowledge of federal and state estate, gift, and fiduciary income tax laws.
• Excellent legal research, writing, analytical, and drafting skills.
• Strong interpersonal skills and ability to provide thoughtful, responsive client service.
• Ability to work independently and collaboratively in a deadline-driven environment.