Estate Administrator

Our client is a well-known mid-size law firm located in the heart of Boston's Financial District. For more than 100 years, they have provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services, they represent national, international, and foreign companies, local and regional institutions, public entities and municipalities, closely held businesses, regulated industries, educational institutions, and individuals & families. The firm provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments.

About the role

We are seeking an experienced Estate Administrator to support our Trusts & Estates practice. This position involves managing all aspects of estate administration while working closely with attorneys, clients, personal representatives, and beneficiaries. The ideal candidate is organized, detail-oriented, and able to manage complex, high-net-worth estates with professionalism and discretion.

Responsibilities

• Administer estates, including complex and high-net-worth matters.
• Draft and interpret estate planning documents such as wills, trusts, and related filings.
• Prepare and file probate court documents, estate tax returns, and accountings.
• Collect, value, and transfer assets; fund marital and tax-exempt trusts.
• Manage estate and trust accounts, including distributions, payments, and reconciliations.
• Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
• Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.

Requirements

• Bachelor’s degree or equivalent experience required.
• Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
• Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
• Proficiency in Microsoft Word, Excel, and Outlook; familiarity with tax or accounting software (e.g., CCH Axcess) preferred.
• Excellent organizational, communication, and client service skills.
• Ability to manage multiple priorities independently while maintaining attention to detail.

Benefits

• Medical, Dental & Vision Insurance
• Flexible Work Environment - Hybrid Schedule
• 401K & Profit Sharing Plan
• Paid Time Off
• Short & Long Term Disability
• Growth Opportunities
• Health & Wellness Programs
• Commuter Benefits

Pay

$75,000 - $130,000 per year