Attorney specializing in Trusts and Estates Job at Robert Half (Wellesley)

Trust and Estate / Estate and Tax Paralegal

We are looking for an experienced Trust and Estate / Estate and Tax Paralegal to...

Location

United States , King of Prussia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Paralegal duties and responsibilities
Extensive knowledge of Federal Tax Return procedures
Ability to handle Trust Tax Returns efficiently
Experience with Income Tax Return preparation
Expertise in Estate Tax Return procedures
Understanding of Gift tax laws and regulations
Familiarity with Trusts and Estates management
Competence in handling Trust tax matters
Specialization in Tax - Fiduciary - Trust & Estate matters
Experience in Estate Planning procedures

Job Responsibility

Prepare and manage Federal Estate Tax Returns, PA Inheritance Tax Returns, and fiduciary accounts for estates
Engage with clients to build and maintain long-term relationships, offering advice on probate, estate, and trust administration matters
Oversee the preparation, filing, and management of all necessary legal documents, including probate and trust administration paperwork
Ensure tax filings are in compliance with the laws
Contribute significantly to client services and operations
Work collaboratively with the team on high-profile matters within the trusts, estates, and tax fields
Utilize your skills in EstateWorks, ProSystem, and iManage (or similar legal software)
Handle client queries effectively and interact professionally with attorneys

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Senior Paralegal or Attorney

We are looking for a highly skilled Senior Paralegal or Attorney with extensive ...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Extensive experience as a Senior Paralegal or Attorney specializing in Trusts and Estates
Strong understanding of trustee succession and trust administration procedures
Proven ability to efficiently manage and resolve a backlog of legal matters
Exceptional attention to detail and critical thinking skills
Ability to commit to 20–30 hours per week during the initial four-month contract term
Excellent communication skills, both written and verbal
Familiarity with ethical and compliance standards in legal practice
Experience working in a law firm or in-house legal department on trust and estate matters

Job Responsibility

Draft and review legal documentation related to trustee resignations, appointments, and acceptances
Collaborate with attorneys, fiduciaries, and internal teams to ensure trust administration tasks are completed efficiently
Maintain organized and accurate records of trust-related documentation, ensuring compliance with relevant laws and regulations
Provide regular updates to management on project progress and the status of specific files
Coordinate communication with stakeholders, demonstrating discretion and professionalism throughout
Assist in resolving complex legal matters tied to trust administration
Ensure all actions are conducted in accordance with ethical and compliance standards
Support the team's efforts to streamline workflows and reduce backlog
Contribute to the development of best practices for trust administration processes

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Estate Planning Probate Paralegal

Dvorak Law Group is seeking an experienced and highly organized Estate Planning ...

Location

United States , Omaha

Salary:

Not provided

Dvorak Law Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or paralegal certificate from an ABA-accredited program preferred
5+ years of estate planning, trust administration, or probate paralegal experience in a law firm or financial institution
Strong knowledge of estate planning procedures, probate filings, trust administration, and related documentation
Excellent organizational skills with the ability to manage large volumes of information and multiple deadlines
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint), PDF tools, and legal practice management systems
Strong attention to detail, proofreading, and document formatting skills
Excellent interpersonal and communication skills, with the ability to interact effectively with attorneys, clients, and staff
Ability to work independently and collaboratively in a fast-paced, team-oriented environment
Commitment to confidentiality, discretion, and client service
Must be willing to undergo a background check

Job Responsibility

Assist attorneys with all aspects of estate planning, trust administration, and probate matters
Draft, revise, and format estate planning documents such as wills, trusts, powers of attorney, advance directives, deeds, and related documents to firm standards
Prepare initial drafts of documents, maintain checklists, and incorporate revisions from drafting sessions
Manage the organization and administration of estate and trust files, including asset inventories, accountings, tax documents, and beneficiary correspondence
File documents with the appropriate courts and agencies to ensure compliance with state and federal requirements
Communicate directly with clients, financial institutions, and other third parties to request information, provide updates, and ensure timely responses
Coordinate workflow and delegate tasks to support teams to ensure accuracy, timeliness, and efficiency
Maintain and update estate planning and trust administration databases and client records
Support client billing matters by preparing billing letters, tracking time, and handling related administrative tasks
Organize and manage electronic and paper files in accordance with firm standards

What we offer

Group Health Insurance (shared employer/employee cost)
Group Dental Insurance (shared employer/employee cost)
Vision Insurance (employee paid)
Short-Term Disability Insurance (employee paid)
Critical Care Insurance (employee paid)
Accident Insurance (employee paid)
401(k) Plan (employee contribution/employer match)
Long-Term Disability Insurance (employer paid)
Life Insurance (employer paid)
Dependent Care FSA (employee paid)

Fulltime

Trusts & Estates Legal Assistant

We are seeking a dedicated and detail-oriented Trusts & Estates Legal Assistant ...

Location

United States , Minneapolis

Salary:

60000.00 - 90000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

2+ years of experience working in trusts and estates preferred
High school diploma or GED
Strong communication and interpersonal skills
Proven ability to work efficiently under pressure and manage competing priorities
Proficiency with Microsoft Office Suite
High attention to detail and commitment to delivering accurate, high-quality work
Demonstrated ability to work independently and as part of a team in a dynamic legal environment

Job Responsibility

Provide legal admin support to attorneys in the Trusts & Estates practice area
Manage and review attorneys’ calendars
Draft and review legal documents and assist with the billing process
Process requests, invoices, and mail
Organize, manage, and maintain client files and electronic records in accordance with firm protocols
Support the legal team with research, file management, and special projects
Supervise tasks delegated to support staff where needed

Fulltime

New

Trusts and Estate Planning Paralegal

Atlanta law firm is seeking a Paralegal with two plus years of experience in Tru...

Location

United States , Atlanta

Salary:

70000.00 - 85000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Two plus years of experience in Trust and Estate Planning law
Strong attention to detail
Ability to prioritize and multitask
Excellent interpersonal skills

Job Responsibility

Opening new client matters, obtaining information from clients and drafting engagement letters
Communicating with clients and helping them with questions
Drafting, proofing and editing legal correspondence, wills, trusts, POAs, advanced directives and other related documents
Preparing signature pages and serving as a witness for signatures
Filing documents with courts
Scheduling meetings and conference calls
Managing attorney calendars
Assisting with special projects

What we offer

Excellent benefits
Friendly and beautiful work environment

Fulltime

Attorney specializing in civil litigation

We are looking for a skilled Attorney specializing in civil litigation to join a...

Location

United States , Long Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree and active bar admission
Proven experience in civil litigation, with a focus on trusts and estates
Proficiency in managing discovery processes and drafting related documents
Strong written and verbal communication skills
High attention to detail and ethical standards
Ability to work collaboratively in a team-oriented environment
Experience preparing and filing legal motions
Knowledge of legal practices and procedures specific to trust and estate litigation

Job Responsibility

Draft, review, and file legal pleadings related to trust and estate disputes
Oversee all aspects of the discovery process, including the preparation of requests and responses
Prepare and file motions to support litigation strategies
Collaborate with team members to develop effective case strategies
Maintain organized case files and ensure adherence to legal standards
Conduct thorough legal research to support case arguments
Communicate with clients to provide updates and address legal concerns
Represent clients in court proceedings as needed
Ensure compliance with ethical standards and attention to detail in all legal matters

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Executive Assistant

Join our forward-thinking team at Woven Legal LLC as a Part Time Executive Assis...

Location

United States , San Francisco

Salary:

23.00 USD / Hour

Woven Legal

Expiration Date

Until further notice

Requirements

Proficiency in Practice Panther
Strong command of Microsoft Office
Effective inbox management
Excellent calendar management skills
Ability to thrive in a flexible, remote environment
Customer-centric approach

Job Responsibility

Provide essential support to two attorneys specializing in estate planning and trust administration
Manage inboxes efficiently
Ensure timely responses to clients and other professionals
Handle various administrative tasks linked to inbox management

Parttime

Legal Assistant

We are looking for an experienced Legal Assistant to join our team on a contract...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 5 years of experience as a Legal Assistant, preferably in a full-service law firm
Proficiency in estate planning, estate administration, probate litigation, or trust management
Advanced skills in Microsoft Office applications, including Word, Excel, and PowerPoint
Demonstrated ability to handle e-filing and electronic document management systems
Strong organizational and project management abilities, with the capacity to prioritize effectively
Exceptional attention to detail and accuracy in all work
Excellent communication and interpersonal skills for client and team interactions
Ability to work independently while contributing to a collaborative team environment

Job Responsibility

Provide comprehensive administrative support for attorneys specializing in estate planning, administration, and litigation
Prepare, review, and manage legal documents with precision and professionalism
Handle e-filing and electronic document submissions in compliance with court requirements
Coordinate and manage deadlines, schedules, and ongoing case tasks to ensure timely completion
Conduct research and gather information relevant to cases and legal proceedings
Liaise with clients, attorneys, and other stakeholders to facilitate smooth communication
Maintain and update case files, ensuring accuracy and accessibility
Assist in the preparation of presentations and reports using advanced software tools
Organize and prioritize multiple projects while adhering to strict deadlines
Support team collaboration by sharing updates and coordinating efforts across departments

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Attorney specializing in Trusts and Estates

Robert Half

Location:
United States , Wellesley

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 07, 2026

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Attorney specializing in Trusts and Estates

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Location:United States , Wellesley

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Salary:

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Job Responsibility:

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Nice to have:

Additional Information:

Job Posted:January 07, 2026

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