Estate Administration Attorney

MASSACHUSETTS CHAPTER OF THE NTL ACADEMY OF ELDER LAW ATTYS INC; United States; Hybrid; USD 118.000 - 121.000; Vollzeit

Benefits dieser Stelle

401(k)

401(k) matching

Company parties

Competitive salary

Dental insurance

Health insurance

Paid time off

Sabbatical program

Zusammenfassung

Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases in the Greater Boston area. The role emphasizes direct client impact, handling complex estate matters independently while thriving in a fast-paced environment.

Ideal candidates bring 3+ years in probate and trust settlement, strong communication, and meticulous organization, with Massachusetts bar admission and JD

Qualifikationen

• Minimum 3 years of probate and trust settlement experience; firm growth may expand scope.
• Active Massachusetts bar admission required; JD is essential.
• Experience with drafting probate and trust documents and tax returns is preferred.

Aufgaben

• Independently manage estate administration, probate, and trust settlement cases from start to finish.
• Prepare and file Massachusetts estate tax returns, Federal estate tax returns (706/709).
• Prepare, review, and submit probate forms and court documents.

Ausbildung

Juris Doctor (JD)

Active Massachusetts Bar Admission

Jobbeschreibung

Benefits

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off

We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases from start to finish. If you thrive in a fast-paced environment, value direct client impact, and excel at managing complex estate matters independently, we’d love to connect.

Key Responsibilities

• Independently manage estate administration, probate, and trust settlement cases from start to finish.
• Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
• Prepare, review, and submit necessary probate forms and court documents.
• Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
• Oversee ongoing trust administration cases, handling trust and estate accounting duties.
• Serve as the primary point of contact for clients, courts, and third parties, leading client meetings independently while delivering exceptional service.

Ideal Candidate Will Possess

• Outstanding written and verbal communication skills with a client-first approach.
• Thoughtful, diligent, highly organized, self-motivated, and detail oriented.
• Ability to handle a large caseload, prioritize multi-tasking, and work effectively both independently and collaboratively.
• Comfort with complex transfer tax systems and financial records related to estates and trusts.

Qualifications

Experience: Minimum of 3 years of dedicated experience in probate and trust settlement required but as firm is growing, candidates with significantly more experience in this area will also be considered.

Tax Expertise

Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system.

Preferred Experience

• Drafting probate and trust documents.
• Estate, trust, and individual income tax return preparation.
• Estate and trust accounting background.

Experience

Minimum of 3 years of dedicated experience in probate and trust settlement required but as firm is growing, candidates with significantly more experience in this area will also be considered.

License/Certification

• Active bar admission in Massachusetts required
• Juris Doctor (Required)

Benefits

We take care of our team with a comprehensive benefits package, including

• Health & Dental: Choice of plans with firm contributions toward your coverage.
• Retirement: 401(k) with a competitive employer match.
• Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.

Ability To Commute/relocate

• Quincy, MA 02169: Reliably commute or planning to relocate before starting work (Required)

Flexible work from home options available.

Compensation: $118,000.00 - $120,500.00 per year

The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.