Note: The job is a remote job and is open to candidates in USA. Beacon Hill Legal is recruiting for a nationally recognized midsized law firm seeking an experienced Trusts & Estates Planning Paralegal. The role supports attorneys, high-net-worth individuals, fiduciaries, and beneficiaries by managing probate and estate administration matters, preparing court and tax filings, coordinating estate assets, and maintaining accurate case records.
Responsibilities
• Oversee all phases of probate and estate administration, from opening estates through final distribution and closing
• Prepare and file probate pleadings, petitions, inventories, accountings, receipts, releases, and other court-required documents
• Coordinate the collection, valuation, and distribution of estate assets
• Communicate with executors, trustees, beneficiaries, financial institutions, appraisers, and accountants
• Establish and maintain estate and trust accounts and assist with asset transfers and trust funding
• Gather financial information and supporting documentation for estate, fiduciary, and gift tax returns
• Assist with the preparation and review of Forms 706 and 709 and related tax filings
• Maintain accurate case files, calendars, and deadlines while ensuring compliance with court requirements
• Provide exceptional client service and maintain strict confidentiality regarding sensitive client matters
Skills
• 7+ years of Trusts & Estates paralegal experience, with a strong focus on probate administration
• Experience preparing probate court filings and managing estates through the full administration process
• Knowledge of estate and trust administration procedures, asset transfers, and fiduciary matters
• Strong organizational skills with the ability to manage multiple matters and deadlines simultaneously
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office and legal document management systems
• Exposure to estate, gift, or fiduciary tax filings is highly preferred
Benefits
• 100% remote work (may have to go in-office from time to time)
• Full benefits
• Medical coverage
• Dental coverage
• Vision coverage
• Federal and state leave programs as required by applicable agency regulations for those who meet eligibility
Company Overview
• Beacon Hill offers business consulting services. It was founded in 2000, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://bhsg.com.