Qualdoc
Join to apply for the
Paralegal – Trusts & Estates
role at
Qualdoc .
Pay: $92,000 – $98,000 annually (plus discretionary year-end bonus potential). Benefits include a full benefits package with 401(k), medical, vision, dental, and PTO. Schedule: Monday–Friday, full‑time with one remote day per week. Type: Direct Hire. Location: Boston, MA (Hybrid).
Position Overview The Paralegal will support attorneys within the Trusts & Estates department. The ideal candidate has at least five years of experience in a similar role, 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Legal
Industries
Outsourcing and Offshoring Consulting
#J-18808-Ljbffr
Paralegal – Trusts & Estates
role at
Qualdoc .
Pay: $92,000 – $98,000 annually (plus discretionary year-end bonus potential). Benefits include a full benefits package with 401(k), medical, vision, dental, and PTO. Schedule: Monday–Friday, full‑time with one remote day per week. Type: Direct Hire. Location: Boston, MA (Hybrid).
Position Overview The Paralegal will support attorneys within the Trusts & Estates department. The ideal candidate has at least five years of experience in a similar role, 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Legal
Industries
Outsourcing and Offshoring Consulting
#J-18808-Ljbffr