About the Opportunity

A highly respected law firm with a collaborative culture and long-tenured team is seeking an experienced Estate Administrator to join their Trusts and Estates practice. This role provides a unique opportunity to work with high-net-worth clients in a stable and team-oriented environment.

This individual will support attorneys by handling all phases of probate and estate administration, with a strong emphasis on Form 706 estate tax support, wills and trusts, and asset valuation.

Qualifications

5+ years of experience in Estate and Probate Administration

Strong understanding of wills, trusts, and the Massachusetts Uniform Probate Code (MUPC)

Proven ability to present accurate asset and deduction information for tax filings

Prior experience supporting or preparing 706 tax returns is highly preferred

Exceptional attention to detail, time management, and organizational skills

Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Demonstrated professionalism, dependability, and emotional intelligence when working with clients

Ability to work independently and as part of a collaborative legal team

Responsibilities

Estate & Probate Administration

Read, interpret, and apply the terms of wills and trusts

Manage and execute probate filings and legal notices

Interact professionally with court staff and maintain filing deadlines

Attend client family meetings

706 Estate Tax Preparation Support

Gather and organize asset and deduction data for estate tax filings

Assist clients with collecting financial documentation and paying estate-related bills

Provide valuation of estate assets and help track relevant documentation

Support preparation of Form 706

Trustee & Distribution Support

Draft trustee appointment documents, forego funding agreements, and release forms

Assist in the preparation and delivery of bequests and distributions to beneficiaries

Prepare estate and trust accountings, ensuring accuracy and compliance

Why Apply:

Tight-knit and highly collaborative environment

Longstanding, tenured attorneys and administrative staff

Direct access to high-net-worth clientele and sophisticated estate matters

This is an excellent opportunity for a skilled Trusts and Estates Administrator who wants to grow in a mission-driven, high-integrity law firm environment. If you’re looking to elevate your legal career in a supportive and team-oriented setting, apply today.

Founded in 1969, JOHNLEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHNLEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.