Hybrid Estate & Trust Administrator

Leblancyoung; Portland (ME); Hybrid; USD 41,000 - 62,000; Full time

Benefits offered by this job

Paid vacation

Health insurance

Dental insurance

401(k)

Parking

Profit sharing

Job summary

LeBlanc & Young, a boutique Portland estate planning & probate law firm, seeks a Trust & Estate Administrator to manage estate and trust administration, fiduciary accounting, and client coordination from intake to closing.

The role supports attorneys and staff, with partial remote work but a strong in-office commitment. A Bachelor’s degree or paralegal certificate and several years of relevant experience are preferred; proficiency in Word/Outlook and MS Office is required.

Qualifications

• Bachelor’s degree or paralegal certificate strongly preferred.
• Several years of experience as a trust and estate administrator or paralegal preferred.
• Experience in estate administration, trust administration, and fiduciary accounting is desirable.
• Familiarity with fiduciary income tax returns is a significant advantage.
• Proficiency with Word, Outlook, and MS Office; knowledge of tax software is a plus.

Responsibilities

• Provide legal support to, and work closely with, attorneys and other staff.
• Build relationships with the firm’s client base, advisors and families; respond to questions and inquiries.
• Prepare and assemble documents for probate filings and tax returns.
• Prepare final legal documents for signature.
• Initiate written communications with attorneys, clients, courts and financial institutions.
• Maintain and organize electronic and physical files.
• Follow up on delegated assignments and exercise independent judgment.
• Assist with generating client invoices by time-entry and dissemination of invoices.
• Maintain client confidentiality.

Skills

Estate administration

Fiduciary accounting

Paralegal experience

Client relations

Education

Bachelor’s degree or paralegal certificate

Tools

Word

Outlook

Microsoft Office Suite

Tax preparation software

Job description

LeBlanc & Young, a boutique Portland estate planning & probate law firm, seeks a Trust & Estate Administrator to manage estate and trust administration, fiduciary accounting, and client coordination from intake to closing.

The role supports attorneys and staff, with partial remote work but a strong in-office commitment. A Bachelor’s degree or paralegal certificate and several years of relevant experience are preferred; proficiency in Word/Outlook and MS Office is required.