Estate Administration Attorney

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 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 Core Competencies 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 Management Massachusetts Estate Tax Returns Active Bar Admission In Massachusetts Juris Doctor Clio Case Management System ATS Optimization Keywords Hard Skills Estate Administration Probate Forms Preparation Trust Accounting Estate Tax Returns Preparation Gift Tax Returns Preparation Drafting Probate Documents MassHealth Applications Court Filings Financial Record Management Transfer Tax System Knowledge Soft Skills Outstanding Written Communication Outstanding Verbal Communication Client-First Approach Highly Organized Self-Motivated Detail Oriented Certifications & Qualifications Active Bar Admission In Massachusetts Juris Doctor Industry Keywords Estate Tax Trust Administration Probate Court Registry Of Deeds Property Ownership Research #J-18808-Ljbffr Jobtailor