Probate & Trust Administration Paralegal

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

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Job summary

Cody, Cody & McCarthy LLC in Quincy, MA seeks an Estate Administration Paralegal with 3-5 years of probate and trust settlement experience. The ideal candidate writes well, stays highly organized, and can manage a large caseload while supporting attorneys in a fast-paced environment.

Responsibilities include probate filings, asset valuations, estate and gift tax return support, trust administration, real estate transfers, and maintaining client communications.

Qualifications

• 3-5 years of estate administration, probate court procedures, and trust settlement.
• Proven background preparing 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.
• Direct experience drafting probate/trust documents, handling fiduciary accounting, or preparing estate, gift, and income tax returns is strongly preferred.

Responsibilities

• 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.

Skills

Attention to detail

Time management

Communication skills

Independent work

Education

Bachelor's Degree or Paralegal Certificate

Tools

ProFX

Lacerte

Microsoft Office

Job description

Cody, Cody & McCarthy LLC in Quincy, MA seeks an Estate Administration Paralegal with 3-5 years of probate and trust settlement experience. The ideal candidate writes well, stays highly organized, and can manage a large caseload while supporting attorneys in a fast-paced environment.

Responsibilities include probate filings, asset valuations, estate and gift tax return support, trust administration, real estate transfers, and maintaining client communications.