About the Paralegal Role at Robert Half

Robert Half is thrilled to present an exciting opportunity for a skilled Paralegal specializing in trusts and estates administration to join our dynamic team in Boston, Massachusetts. As a leader in professional staffing and consulting services, Robert Half connects top talent with rewarding careers in legal, financial, and administrative fields. This full-time position is perfect for a detail-oriented professional passionate about estate planning, probate processes, and fiduciary responsibilities. You'll play a pivotal role in managing complex estate administrations from inception to closure, ensuring seamless collaboration with attorneys and adherence to all legal standards.

In this role, you'll handle high-stakes tasks that demand precision, independence, and deep knowledge of Massachusetts probate laws, federal estate tax regulations, and trust management. Whether you're appraising assets, drafting probate documents, or preparing tax returns, your work will directly impact clients' legacies and financial security. With Robert Half's reputation for excellence, this Paralegal position offers not just a job, but a career-launching platform in the competitive Boston legal market.

Key Responsibilities

• Collecting, organizing, and appraising diverse assets including real estate, investments, and personal property for comprehensive estate administration.
• Drafting and preparing precise probate petitions, wills, trusts, and related estate documents to meet court and client requirements.
• Compiling and maintaining meticulous fiduciary accountings for trusts and estates, ensuring transparency and accuracy in all financial reporting.
• Preparing complex federal estate tax returns (Form 706), state inheritance tax filings, and fiduciary income tax returns (Form 1041).
• Analyzing intricate wills and trust agreements to execute distribution plans, fund trusts properly, and resolve any ambiguities.
• Monitoring critical deadlines for probate filings, tax submissions, and creditor claims using advanced docket management systems.
• Conducting targeted legal research on estates, trusts, and probate matters, leveraging Westlaw, LexisNexis, or internal reference materials.
• Collaborating closely with attorneys, financial advisors, and clients to ensure full compliance with legal, ethical, and financial regulations.

Required Qualifications for Success

To excel as our Trusts and Estates Paralegal, you bring proven expertise and a proactive mindset. Ideal candidates hold a paralegal certificate or bachelor's degree in legal studies, business, or a related field, coupled with at least 3-5 years of hands-on experience in estate planning and probate administration. Proficiency in fiduciary accounting software, tax preparation tools like TurboTax or ProSeries, and Microsoft Office Suite is essential. You must demonstrate strong analytical skills for interpreting complex legal documents and a keen eye for detail to prevent costly errors in high-value estates.

Beyond technical skills, we're seeking individuals with excellent organizational abilities, the capacity to manage multiple cases independently, and superior communication skills for client interactions and attorney briefings. Knowledge of Massachusetts-specific probate codes, Uniform Probate Code principles, and federal tax laws is highly advantageous. Robert Half values certified paralegals (CP or RP designation) and those with continuing legal education (CLE) credits in trusts and estates.

Why Join Robert Half?

Choosing Robert Half means joining a Fortune 500 company renowned for its employee-centric culture and unwavering commitment to professional growth. Our Paralegal role offers a competitive salary starting at $65,000 annually, with potential for bonuses based on performance. Enjoy comprehensive benefits including medical, dental, vision coverage, a robust 401(k) with employer matching up to 5%, generous PTO starting at 15 days, and paid holidays.

We invest in your success through ongoing training, access to industry-leading tools, and clear paths for advancement into senior paralegal or management roles. Work in the heart of Boston's vibrant legal hub, surrounded by world-class firms and opportunities. Robert Half fosters a collaborative, inclusive environment where your contributions are celebrated. Apply today to become part of our legacy of excellence in legal staffing!

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