Estate Administration Attorney

We are a premier boutique estate planning firm in the Greater Boston area seeking an experienced Estate Administration Attorney to lead probate and trust settlement cases from start to finish. If you thrive in a fast-paced environment, value direct client impact, and excel at managing complex estate matters independently, we’d love to connect.

Responsibilities

• Independently manage estate administration, probate, and trust settlement cases from start to finish.
• Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709).
• Prepare, review, and submit necessary probate forms and court documents.
• Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes.
• Oversee ongoing trust administration cases, handling trust and estate accounting duties.
• Serve as the primary point of contact for clients, courts, and third parties, leading client meetings independently while delivering exceptional service.

Requirements

• Minimum of 3 years of dedicated experience in probate and trust settlement required; candidates with significantly more experience are also encouraged to apply.
• Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system.
• Active bar admission in Massachusetts.
• Juris Doctor (JD) degree.
• Ability to reliably commute or relocate to Quincy, MA 02169 before starting work.

Preferred Experience

• Drafting probate and trust documents.
• Estate, trust, and individual income tax return preparation.
• Estate and trust accounting background.

Skills

• Outstanding written and verbal communication skills with a client-first approach.
• Highly organized, detail-oriented, self-motivated, and diligent.
• Ability to handle a large caseload, prioritize tasks, and work effectively both independently and collaboratively.
• Comfort with complex transfer tax systems and financial records related to estates and trusts.

Benefits

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

Pay

$110,000.00 - $120,500.00 per year