Estate & Trust Administrator (High-Value Estates)

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

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.