Estate Administration Paralegal Specialist

1 day ago


Quincy, Massachusetts, United States Cody, Cody & McCarthy, LLC Full time
About Cody, Cody & McCarthy, LLC

Cody, Cody & McCarthy, LLC is a fast-paced, greater-Boston boutique estate planning law firm seeking an experienced Estate Administration Paralegal to join our team.

Job Summary

We are looking for a highly organized and motivated individual with at least 3-5 years of experience in probate and trust settlement to assist our attorneys with preparing and submitting estate tax returns and probate forms. The ideal candidate will have a strong attention to detail, be able to handle a large caseload, and be able to multi-task and work independently.

Key Responsibilities
  • Assist attorneys with preparing and submitting estate tax returns and probate forms
  • Obtain date of death valuations and other necessary documentation
  • Manage ongoing trust administration cases
  • Draft probate and trust documents
  • Prepare estate and gift tax returns
Requirements
  • 3-5 years of experience in probate and trust settlement
  • Strong attention to detail and organizational skills
  • Ability to handle a large caseload and multi-task
  • Experience with Massachusetts estate tax returns and Federal estate and gift tax returns
  • Strong communication skills and ability to work with clients, courts, and third-party contacts
What We Offer

Cody, Cody & McCarthy, LLC offers competitive pay, paid time off, holiday closures, and retirement, health, and dental benefits. We strive to ensure that every employee has a great work-life balance and offer a sabbatical program for employees.



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