Estate Administration Paralegal

Cody, Cody & McCarthy, LLC; Quincy (MA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health & Dental

401(k) match

Paid Time Off

Sabbatical program

Job summary

Cody, Cody & McCarthy, LLC in Quincy, MA is seeking an Estate Administration Paralegal with 3–5 years of probate and trust settlement experience. The role supports attorneys in managing probate court filings, asset valuations, and estate tax returns.

You will draft deeds and real estate transfers, maintain client communications, and handle a high-volume caseload with meticulous attention to detail. Strong writing and MS Office skills, plus familiarity with ProFX and Lacerte, are preferred.

Qualifications

• 3-5 years experience in estate administration, probate procedures, and trust settlement.
• Experience with Massachusetts estate tax returns and Federal estate/gift tax returns.
• Excellent written and verbal communication; proficient in Microsoft Office and legal document management systems.

Responsibilities

• Maintain significant, professional contact with clients, courts, financial institutions, and third parties.
• Draft engagement letters for new and existing clients.
• Assist with case management, workflow coordination, deadlines, and high-volume caseload.
• Assist attorneys with preparing and submitting probate forms, petitions, assents, and related filings.
• Manage ongoing trust administration, distributions, and post-death settlements.
• Prepare MA and Federal estate and gift tax returns and assist with accounting as needed.

Skills

Writing skills

Verbal communication

Microsoft Office

Document management

ProFX

Lacerte

Caseload management

Independent work

Education

Bachelor's degree

Paralegal certificate

Tools

ProFX

Lacerte

Job description

We are a fast-paced, greater-Boston boutique estate planning law firm seeking an Estate Administration Paralegal with at least 3-5 years of experience with probate and trust settlement. The ideal candidate writes well and is thoughtful, diligent, highly organized, and motivated. Candidates should have strong attention to detail, the ability to handle a large caseload, and the skill to multitask and work independently. This role involves assisting the attorney with managing probate court filings, obtaining asset valuations, assisting with estate and gift tax returns, managing ongoing trust settlement, drafting real estate transfers, maintaining client and third-party communications, and ensuring a high level of quality control throughout the administration process

Key Responsibilities

Client, Court, and Administrative Support

• Maintain significant, professional contact with clients, courts, financial institutions, and third parties to ensure a positive, compassionate experience.
• Draft engagement letters for new and existing clients.
• Assist attorneys with case management, workflow coordination, court deadlines, and maintaining a high-volume caseload.

Probate, Trust Settlement, and Document Preparation

• Assist attorneys with preparing and submitting probate forms, petitions, assents, and related probate administration filings.
• Assist with managing ongoing trust administration cases, trust distributions, and post-death estate settlements.
• Obtain date-of-death valuations and gather necessary financial documentation as part of the probate and estate tax return process.
• Prepare initial drafts of deeds and real estate transfer documents used to convey estate or trust property.

Tax and Financial Support

• Assist attorneys with preparing and filing Massachusetts estate tax returns as well as Federal estate and gift tax returns.
• Assist with estate and trust accounting, inventory preparation, and income tax return support as needed.

Qualifications:

• 3-5 years of experience in estate administration, probate court procedures, and trust settlement (real estate experience is a plus).
• Proven background preparing and filing Massachusetts estate tax returns as well as Federal estate and gift tax returns.
• Exceptional written and verbal communication skills, with proficiency in Microsoft Office and legal document management systems. Experience with ProFX and Lacerte a plus.
• Demonstrated ability to manage a high-volume caseload, prioritize tasks independently, and meet deadlines in a fast-paced environment.
• Direct experience drafting probate/trust documents, handling fiduciary accounting, or preparing estate, gift, and income tax returns is strongly preferred.

License/Certification:

• Enrolled Agent (Desired)
• Bachelor's Degree or Paralegal Certificate (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.
• Employment Type: Full-time
• Schedule: Monday - Friday, 8:30 AM - 5:00 PM
• Work Location: In-person, Quincy, MA 02169
• Compensation: $65,000 - $70,000 per year (Final offer determined by experience and relevant skills)

No agency referrals, staffing recruiters, or third-party recruiters, please. We do not accept unsolicited agency resumes or sales inquiries and will not pay fees to any third-party agency or firm.