Qualdoc · 1 month ago
Paralegal – Trusts & Estates
Boston, MA
Full-time
Onsite
Senior Level
$92K/yr - $98K/yr
5+ years expQualdoc is seeking a Paralegal to support attorneys within the Trusts & Estates department. The ideal candidate will administer complex estates, prepare tax returns, and assist with estate planning processes.
Document ManagementStaffing AgencySupply Chain Management
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)
Qualification
Required
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
Preferred
Corporate or commercial real estate experience is a plus, but not required
GEMS (estate tax preparation)
Microsoft Excel, PowerPoint
NumberCruncher software
NetDocuments or similar document management systems
Benefits
Full benefits package including 401(k), medical, vision, dental, and PTO
Company
Qualdoc
Qualdoc provides quality documentation review, supply chain management, industrial staffing solutions, and supplier validation services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Thomson Silvers
CFO
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