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Description

We are looking for a skilled and motivated Trust and Estates Paralegal to join our team in the Harwich, MA area. This role is ideal for someone with a strong background in estate planning, probate administration, and legal documentation who thrives in a detail-oriented and collaborative environment. As part of the legal team, you will play a critical role in supporting attorneys and ensuring the smooth management of trust and estate matters.

Responsibilities:

• Assist attorneys in drafting and finalizing estate planning documents, including wills, trusts, powers of attorney, and health care directives.

• Conduct in-depth legal research on Massachusetts trust and estate laws to support case preparation.

• Manage estate administration processes, such as preparing probate pleadings and coordinating court submissions.

• Oversee trust funding and implementation by preparing trust schedules and ensuring accurate account titling and beneficiary designations.

• Review client accounts for compliance with fiduciary requirements and tax regulations.

• Provide meeting support by gathering client information, summarizing key details, and tracking follow-up tasks.

• Communicate with clients, financial advisors, and other stakeholders to facilitate estate planning activities.

• Monitor deadlines and milestones in trust and estate matters to ensure timely completion of tasks.

• Assist in the preparation of estate, gift, and fiduciary tax returns.

• Maintain organized and accurate case files, adhering to firm policies and legal requirements.

Requirements • Bachelor’s degree or Paralegal Certification is preferred.

• At least 3-5 years of experience in trust and estate planning, administration, and document drafting.

• Comprehensive knowledge of Massachusetts trust and estate laws, probate procedures, and tax considerations.

• Strong legal drafting and proofreading skills with exceptional attention to detail.

• Excellent communication and interpersonal skills for effective client and team collaboration.

• Proficiency in legal research tools, document management systems, and Microsoft Office Suite.

• Ability to manage multiple tasks and meet critical deadlines with accuracy.

• Demonstrated capability to work independently and as part of a team in a fast-paced environment.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .