Experience: Mid Level
Salary: $75,000 - $130,000 per year
Job Details
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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.
Key Responsibilities:
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Administer estates, including complex and high-net-worth matters.
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Draft and interpret estate planning documents such as wills, trusts, and related filings.
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Prepare and file probate court documents, estate tax returns, and accountings.
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Collect, value, and transfer assets; fund marital and tax-exempt trusts.
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Manage estate and trust accounts, including distributions, payments, and reconciliations.
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Coordinate with accountants, advisors, and beneficiaries to ensure smooth administration.
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Maintain accurate records, meet filing deadlines, and support attorneys throughout the process.
Qualifications:
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Bachelor’s degree or equivalent experience required.
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Minimum of five years’ experience in estate administration, preferably within a law firm, bank, or trust company.
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Strong knowledge of estate and tax processes; experience with state and federal estate tax returns.
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Proficiency in Microsoft Word, Excel, and Outlook; familiarity with tax or accounting software (e.g., CCH Axcess) preferred.
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Excellent organizational, communication, and client service skills.
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Ability to manage multiple priorities independently while maintaining attention to detail.
A bit about us:
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Our client is a well-known mid-size law firm located in the heart of Boston's Financial District! For more than 100 years, our client has provided high-quality legal advice that has earned them client loyalty and respect amongst their peers. With a wide range of services provided, 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. Our client provides an experienced support staff, current technology, ongoing training, and full-time IT and marketing departments
Why join us?
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Medical, Dental & Vision Insurance
Flexible Work Environment - Hybrid Schedule
401K & Profit Sharing Plan
Paid Time Off
Short & Long Term Disability
Growth Opportunities
Health & Wellness
Commuter Benefits
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