Trusts & Estates Paralegal

Jobot; Boston (MA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

401K match 50%

Full health and dental coverage

Yearly bonus

Profit Sharing

Job summary

Jobot in Boston seeks a Trusts & Estates paralegal to support complex estate planning, trust administration, and probate matters for high-net-worth clients.

You will coordinate execution meetings, manage documents, and prepare court filings, fiduciary accountings, and client communications. The role offers strong mentorship, a collaborative environment, and opportunities for growth within our boutique practice.

Qualifications

• Minimum 3 years of paralegal experience in trusts & estates, estate planning, probate, or private wealth.
• Experience with high-net-worth individuals and fiduciaries preferred.
• Strong knowledge of estate planning documents, probate procedures, trust administration, and estate settlement processes.
• Excellent organizational and communication skills.

Responsibilities

• Assist attorneys with all phases of estate planning, trust administration, and probate matters.
• Coordinate estate plan execution meetings, oversee document signings, and ensure proper execution and funding requirements.
• Prepare probate and trust administration filings, court documents, fiduciary accountings, and supporting correspondence.
• Communicate directly with clients, trustees, family members, financial advisors, accountants, and other professionals regarding estate planning and administration matters.
• Organize and maintain complex estate planning and administration files, ensuring accuracy and compliance with firm procedures.
• Assist with asset transfers, trust funding, beneficiary designations, and related post-execution estate planning matters.
• Track critical deadlines and manage probate, trust administration, and estate settlement timelines.
• Prepare client correspondence, engagement materials, and supporting documentation for attorney review.
• Support billing, matter management, and special projects as needed.

Skills

Paralegal experience

Trusts & Estates

Estate planning

Probate

High-net-worth clients

Organizational skills

Communication skills

Discretion

Attention to detail

Independent work

Tools

Microsoft Office

Document management systems

PDF software

Job description

Job Details

Work on complex estate planning and administration matters in a highly regarded boutique practice. This Jobot Job is hosted by: Amanda Cohen.

Salary: $100,000 - $120,000 per year

A bit about us

Our client is a highly respected Boston-based litigation and business law firm with a long-standing reputation for delivering sophisticated legal counsel to closely held businesses, developers, financial institutions, and high-net-worth individuals. The firm offers attorneys the opportunity to work on complex, high-stakes matters while maintaining a collaborative, entrepreneurial environment that emphasizes direct client interaction and meaningful responsibility.

Unlike larger institutional firms, attorneys are given substantial hands‑on experience, close mentorship from experienced partners, and the ability to play a visible role in client strategy and case management. The firm has built a strong presence in the Boston market through its deep client relationships, collegial culture, and commitment to professional growth, making it an attractive platform for attorneys seeking sophisticated work in a more personalized setting.

Why join us

Our Trusts & Estates practice advises high‑net‑worth individuals and families on sophisticated estate planning, trust administration, and wealth transfer strategies. The team combines deep expertise with a collaborative, client‑focused approach, delivering tailored solutions that preserve and protect multigenerational wealth.

Join a collaborative, high-net-worth trusts and estates practice at a boutique law firm in downtown where your expertise is valued and your contributions directly support a sophisticated client base. You’ll assist multiple attorneys in managing complex estate planning, trust administration, and wealth transfer matters.

Benefits

• 401K employee match 50%
• 100% paid health and dental coverage, and deductible
• Strong compensation and yearly bonus
• Profit Sharing

Position Overview - Duties

Assist attorneys with all phases of sophisticated estate planning, trust administration, and probate matters for high-net-worth individuals and families.

Coordinate estate plan execution meetings, oversee document signings, and ensure proper execution and funding requirements are satisfied.

Prepare probate and trust administration filings, court documents, fiduciary accountings, and supporting correspondence.

Communicate directly with clients, trustees, family members, financial advisors, accountants, and other professionals regarding estate planning and administration matters.

Organize and maintain complex estate planning and administration files, ensuring accuracy and compliance with firm procedures.

Assist with asset transfers, trust funding, beneficiary designations, and related post-execution estate planning matters.

Track critical deadlines and manage probate, trust administration, and estate settlement timelines.

Prepare client correspondence, engagement materials, and supporting documentation for attorney review.

Support billing, matter management, and special projects as needed.

Qualifications

• Minimum of 3 years of recent Trusts & Estates, Estate Planning, Probate, or Private Wealth paralegal experience within a law firm.
• Experience working with high-net-worth individuals, families, trustees, and fiduciaries preferred.
• Strong knowledge of estate planning documents, probate procedures, trust administration, and estate settlement processes.
• Exceptional organizational skills with the ability to manage multiple matters and deadlines simultaneously.
• Excellent written and verbal communication skills with a professional and client-focused demeanor.
• Proficiency with Microsoft Office, document management systems, and PDF software.
• Ability to handle highly confidential financial and personal information with discretion and professionalism.
• Detail-oriented, proactive, and capable of working independently in a fast-paced, collaborative environment.

Equal Opportunity Employer

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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