Estate Administrator

LeoForce; Boston (MA); Hybrid; USD 75,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Hybrid Schedule

401K & Profit Sharing Plan

Paid Time Off

Short & Long Term Disability

Growth Opportunities

Health & Wellness

Commuter Benefits

Job summary

LeoForce is seeking an experienced Estate Administrator to support our Trusts & Estates practice in Boston. You will manage all aspects of estate administration, working closely with attorneys, clients, personal representatives, and beneficiaries.

The role requires handling high-net-worth estates with discretion and professionalism, strong organizational abilities, and attention to detail. The position offers a hybrid work environment with comprehensive benefits in the Boston area.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
• Proficiency in MS Word, Excel, and Outlook; familiarity with tax or accounting software such as CCH Axcess preferred.
• Excellent organizational, communication, and client service skills.
• Ability to manage multiple priorities independently while maintaining attention to detail.

Responsibilities

• Administer estates, including complex and high-net-worth matters.
• Draft and interpret estate planning documents such as wills, trusts, and related filings.
• Prepare and file probate court documents, estate tax returns, and accountings.
• Collect, value, and transfer assets; fund marital and tax-exempt trusts.
• Manage estate and trust accounts, including distributions, payments, and reconciliations.
• Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
• Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.

Skills

Estate administration

Organizational skills

Communication

Client service

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Word

Excel

Outlook

CCH Axcess

Job description

Job Description

Experience: Mid Level

Salary: $75,000 - $130,000 per year

Job Details

We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.

Key Responsibilities

• Administer estates, including complex and high-net-worth matters.
• Draft and interpret estate planning documents such as wills, trusts, and related filings.
• Prepare and file probate court documents, estate tax returns, and accountings.
• Collect, value, and transfer assets; fund marital and tax-exempt trusts.
• Manage estate and trust accounts, including distributions, payments, and reconciliations.
• Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
• Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
• Proficiency in Microsoft Word, Excel, and Outlook; familiarity with tax or accounting software (e.g., CCH Axcess) preferred.
• Excellent organizational, communication, and client service skills.
• Ability to manage multiple priorities independently while maintaining attention to detail.

A bit about us:

Our client is a well-known mid-size law firm located in the heart of Boston’s Financial District! For more than 100 years, our client has provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services provided, they represent national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families. Our client provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments

Why join us?

• Medical, Dental & Vision Insurance
• Flexible Work Environment - Hybrid Schedule
• 401K & Profit Sharing Plan
• Paid Time Off
• Short & Long Term Disability
• Growth Opportunities
• Health & Wellness
• Commuter Benefits

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