Trusts & Estates Paralegal

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.

About the role

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.

Responsibilities

• 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.

Requirements

• 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.

Benefits

• 401K employee match 50%
• 100% paid health and dental coverage, including deductible
• Strong compensation and yearly bonus
• Profit sharing
• Flexible schedule and excellent work-life balance

Pay

$100,000 - $120,000 per year