Paralegal – Trusts & Estates at Qualdoc, LLC – Boston, Massachusetts

Paralegal Trusts & Estates

Paralegal Trusts & Estates
Pay: $92,000 $98,000 annually (plus discretionary year-end bonus potential)Benefits: Full benefits package including 401(k), medical, vision, dental, and PTOSchedule: MondayFriday, full-time (one remote day per week)Type: Direct HireLocation: 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, with 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