Estate Administration Attorney

MassNAELA

Estate Administration Attorney managing Massachusetts probate, trust settlement, and estate tax matters at a boutique estate planning firm. Leading client, court, and third-party coordination.

Posted 8/13/2026full-timeQuincy • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $120,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate administration, probate, and trust settlement, with a strong focus on preparing and filing Massachusetts and Federal estate tax returns. Proven ability to manage client relationships and deliver exceptional service while handling complex financial records and legal documentation.

Highest-signal resume keywords

Probate And Trust Settlement ManagementMassachusetts Estate Tax ReturnsActive Bar Admission In MassachusettsJuris DoctorClio Case Management System

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate AdministrationProbate Forms PreparationTrust AccountingEstate Tax Returns PreparationGift Tax Returns PreparationDrafting Probate DocumentsMassHealth ApplicationsCourt FilingsFinancial Record ManagementTransfer Tax System Knowledge

Soft Skills

Outstanding Written CommunicationOutstanding Verbal CommunicationClient-First ApproachHighly OrganizedSelf-MotivatedDetail Oriented

Certifications & Qualifications

Active Bar Admission In MassachusettsJuris Doctor

Industry Keywords

Estate TaxTrust AdministrationProbate CourtRegistry Of DeedsProperty Ownership Research

About the role

Key responsibilities & impact

Independently manage estate administration, probate, and trust settlement cases from start to finish
Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709)
Prepare, review, and submit probate forms and court documents
Obtain date-of-death valuations and required documentation for estate tax returns and settlement processes
Oversee ongoing trust administration cases
Handle trust and estate accounting duties
Serve as the primary point of contact for clients, courts, and third parties
Lead client meetings independently
Deliver exceptional client service

Requirements

What you’ll need

Minimum of 3 years of dedicated experience in probate and trust settlement required
Demonstrated experience with Massachusetts estate tax returns, Federal estate tax returns, and the transfer tax system
Active bar admission in Massachusetts required
Juris Doctor required
Experience drafting probate and trust documents preferred
Experience preparing estate, trust, and individual income tax returns preferred
Estate and trust accounting background preferred
Outstanding written and verbal communication skills with a client-first approach
Thoughtful, diligent, highly organized, self-motivated, and detail oriented
Ability to handle a large caseload, prioritize multitasking, and work effectively independently and collaboratively
Comfort with complex transfer tax systems and financial records related to estates and trusts
Ability to reliably commute to or relocate to Quincy, MA before starting work
Experience with Clio or a similar case management system
Experience completing and submitting MassHealth applications
Experience working with the court system, including probate court forms, court filings, and communication with court staff
Experience with the registry of deeds, including recording documents or researching property ownership information

Benefits

Comp & perks

401(k)
401(k) matching
Company parties
Competitive salary
Dental insurance
Health insurance
Paid time off
Choice of health and dental plans with firm contributions toward coverage
Unique Sabbatical Program for long-tenured employees
Flexible work from home options
Flexible schedule
Work/life balance
Great office culture