Estate Administration Paralegal

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Wellness resources

• 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. 
   
   

• Assist attorneys with preparing and submitting probate forms, petitions, assents, and related probate administration filings.
• Assist with managing ongoing trust administration cases, trust distributions, and post-death estate settlements.
• Obtain date-of-death valuations and gather necessary financial documentation as part of the probate and estate tax return process.
• Prepare initial drafts of deeds and real estate transfer documents used to convey estate or trust property. 

• Assist attorneys with preparing and filing Massachusetts estate tax returns as well as Federal estate and gift tax returns.
• Assist with estate and trust accounting, inventory preparation, and income tax return support as needed.

• 3–5 years of experience in estate administration, probate court procedures, and trust settlement (real estate experience is a plus).
•  Proven background preparing and filing 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. Experience with ProFX and Lacerte a plus. 
•  Demonstrated ability to manage a high-volume caseload, prioritize tasks independently, and meet deadlines in a fast-paced environment.
•  Direct experience drafting probate/trust documents, handling fiduciary accounting, or preparing estate, gift, and income tax returns is strongly preferred.

• Enrolled Agent (Desired)
• Bachelor’s Degree or Paralegal Certificate (Required)

• Health & Dental: Choice of plans with firm contributions toward your coverage.
• Retirement: 401(k) with a competitive employer match.
• Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.

• Employment Type: Full-time 
• Schedule: Monday – Friday, 8:30 AM – 5:00 PM 
•  Work Location: In-person, Quincy, MA 02169 
• Compensation: $65,000 – $70,000 per year (Final offer determined by experience and relevant skills) 

The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) is a non-profit voluntary association whose members consist of a dedicated group of elder law and special needs attorneys across the Commonwealth of Massachusetts. MassNAELA was incorporated in 1992, to serve the legal profession and the public with the following mission: Educate, inspire, serve, advocate, and provide community to attorneys with practices in elder and special needs law.