Paralegal – Trusts & Estates at Qualdoc

Paralegal – Trusts & EstatesPay: $92,000 – $98,000 annually (plus discretionary year-end bonus potential)Benefits: Full benefits package including 401(k), medical, vision, dental, and PTOSchedule: Monday–Friday, full-time (one remote day per week)Type: Direct HireLocation: Boston, MA (Hybrid)Position OverviewThe Paralegal will support attorneys within the Trusts & Estates department. The ideal candidate has at least five years of experience in a similar role, with strong management, organizational, and communication skills, and the ability to handle multiple priorities and deadlines.

Key Responsibilities

Administer complex and taxable estates, including preparation and filing of probate forms

Prepare Massachusetts and federal estate tax returns

Communicate directly with fiduciaries, financial advisors, accountants, and other third parties

Support attorneys with estate planning processes, including engagement letters, funding instructions, and related documentation

Draft ancillary estate planning documents (powers of attorney, health care proxies, living wills, HIPAA forms, etc.)

Obtain and draft deeds, trustee certificates, and homestead declarations

Calendar and track critical deadlines (probate filings, tax due dates, and estate plan signings)

Preferred Software Experience

GEMS (estate tax preparation)

Microsoft Excel, PowerPoint

NumberCruncher software

NetDocuments or similar document management systems

Qualifications

Minimum 5 years of recent experience as a Paralegal in Trusts & Estates

Strong attention to detail and organizational skills

Excellent written and verbal communication

Ability to manage multiple attorneys and competing priorities

Corporate or commercial real estate experience is a plus, but not required

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