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Estate Administrator

United States, Wellesley Hills 100000.00 - 135000.00 USD / Year · Job Posted February 13, 2026
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Job Description

Our client, a successful Trusts & Estates law firm, is seeking an experienced Estate Administrator to join their legal team. In this role, you will play a pivotal part in managing estate administration processes, collaborating with attorneys, clients, and probate courts to ensure smooth and compliant estate management. This position requires a strong attention to detail, excellent organizational skills, and the ability to provide compassionate service to clients during sensitive times.

Job Responsibility

  • Interact with clients to obtain necessary information/documentation for complete probate process
  • Handle probate proceedings from appointment of personal representative to final distributions of estate including valuation of assets, drafting of all court forms, petitions and final distribution of assets
  • Establish estate accounts, arrange for payments of expenses, collect life insurance proceeds, execute insurance transfers and obtain federal and state lien releases
  • Work with estate planning attorneys preparing and calculating GRAT, QPRT and Charitable Trusts
  • Trust Administration
  • including establishing distributions on a calendar and non-calendar basis and preparing Trust accounts
  • Prepare federal estate tax, gift and fiduciary tax returns, calendar and prepare estimated tax payments, respond to Internal Revenue Service and state assessments and inquiries

Requirements

  • A minimum of 4 years related experience in probate or trust department of a law firm (as a paralegal, estate administrator, etc.)
  • Familiarity with probate court procedures, documents and terms
  • Knowledge of probate court rules, regulations and laws
  • Excellent organization, time management and attention to detail
  • Excellent communications skills both verbally and in writing
  • Experience using word processing, spreadsheet and tax software
  • Knowledge of State probate system, probate court rules and procedures, laws and regulations relating to probate and the administration of estates

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

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