Estate Advisor

A Boston law firm representing clients around the world is seeking an Estate Advisor to manage all aspects of estate administration for an assigned book of estates.  

Responsibilities include valuing assets, coordinating payment of debts and taxes, preparing estate tax returns, supporting attorneys during audits, overseeing asset distribution and trust funding, and ensuring all probate filings and deadlines are met.  This also requires strong client communication, working with internal teams, and ongoing reporting to leadership.

Candidates should have at least five years of estate settlement experience, excellent communication and analytical skills, the ability to work independently in a fast-paced environment, and proficiency with standard office software. Experience with estate and trust systems such as SE2, SEI/SWP, GEMS, TrustEase, or CCH platforms is beneficial.  

The salary range is $125,000 – $175,000 along with excellent benefits and a hybrid work environment.  Don’t miss this chance to advance your career with a respected, high-performing firm! 

Job Code: 18763