Trusts and Estates Paralegal #32704

THIS IS NOT A REMOTE POSITION. APPLICANTS MUST BE ABLE TO COMMUTE TO THE OFFICE IN WESTBOROUGH, MA, IN PERSON 4 DAYS PER WEEK.

Location: Westborough, MA | Hybrid – 1 remote day/week

Salary Range: $75K-$130K, based on relevant experience, education, internal equity, and other job-related factors | Bonus Eligible

Schedule: Full-time | Monday-Friday, 9-5

Required: 2+ years of trust and estate law or elder law experience

Applicants must be authorized to work in the United States without sponsorship. This position is not eligible for employer-sponsored work authorization now or in the future.

About the Opportunity

A well-established law firm is seeking a detail-oriented, self-motivated Trusts and Estates Paralegal to support attorneys in its growing Trusts and Estates practice. Based in Westborough, Massachusetts, this opportunity offers hands-on experience across estate planning, probate administration, trust administration, elder law, and guardianship and conservatorship matters .

Qualifications & Skills

2+ years of trust and estate law or elder law experience

Associate degree or equivalent combination of education and relevant experience

Previous paralegal experience or a Paralegal Certificate preferred but not required

Ability to review and organize financial records, investment accounts, and asset documentation

Familiarity with Massachusetts Probate and Family Court procedures preferred

Experience with MassHealth applications and eligibility requirements preferred

Strong written and verbal communication skills, with the ability to interact professionally and empathetically with clients

Excellent attention to detail, organization, time management, and follow-through

Ability to manage multiple matters, prioritize assignments, and meet competing deadlines

Proficiency in Microsoft Word, Excel, and Outlook; familiarity with document management and timekeeping systems preferred

Sound judgment and the ability to handle confidential information with discretion

Self-motivated, proactive, and comfortable working independently

Key Responsibilities

Support attorneys with all phases of probate and trust administration , including asset identification, valuation, inventories, and accountings

Review and organize financial records, including bank statements, investment accounts, and estate documentation

Prepare estate planning documents , including wills, trusts, powers of attorney, and health care proxies, under attorney supervision

Assist with MassHealth applications by gathering financial information and preparing supporting documentation

Prepare and coordinate Massachusetts Probate and Family Court filings , track deadlines, and monitor court requirements

Communicate with clients, beneficiaries, fiduciaries, financial institutions, courts, government agencies, and other professionals

Coordinate client meetings, document execution sessions, calendars, and matter deadlines

Prepare correspondence, memoranda, reports, and case updates with a high degree of accuracy

Maintain organized case files, accurate records, and strict confidentiality

Enter billable time and assist with billing and invoice review as needed

Travel occasionally to courts, the Boston office, or client meetings as required

Apply Today

If you’re an organized, client-focused Trusts and Estates Paralegal interested in elder law, estate planning, and probate administration , this is an opportunity to take the next step in your career. Apply today!

Founded in 1969, JOHN LEONARD, a woman-owned business, is the premier staffing choice in Boston and beyond. We provide Temporary/Contract, Direct Hire, Temp-to-Hire, and Payroll services as part of our comprehensive service offerings. JOHN LEONARD is an equal opportunity employer committed to representation, belonging, and accessibility in the workplace. All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.