Trust & Estates Administrator

Job Description

KLR Executive Search Group is proud to partner with a highly regarded Massachusetts law firm providing strategic legal counsel to privately held businesses and high-net-worth individuals.

The Opportunity :

The firm is seeking a Trusts & Estates Administrator to join its Private Client Services group in Needham, MA. In this role, you will manage trusts and estates, working closely with clients and fiduciaries to collect assets, settle debts and taxes, and distribute funds in accordance with wills, trusts, and applicable laws. The group advises high-net-worth individuals, families, business owners, and institutional fiduciaries, providing services such as trust and estate administration, probate support, wealth transfer strategies, charitable giving, and family office support. Known for its discretion and client-focused approach, the team delivers personalized guidance tailored to each client’s goals.

Responsibilities :

• Collecting, organizing, and valuing estate and trust assets
• Handling payment of outstanding debts and filing estate or fiduciary tax returns
• Distributing assets to beneficiaries according to trust or estate documents
• Maintaining accurate records and preparing detailed accountings for beneficiaries or courts
• Ensuring compliance with state and federal regulations

Qualifications :