Responsibilities
- Assist attorneys with all phases of probate and trust administration.
- Identify, gather, organize, and value estate and trust assets.
- Review and organize bank statements, investment records, and other financial documentation.
- Prepare estate inventories, accountings, probate filings, and supporting documentation.
- Assist with MassHealth applications, including gathering financial information and preparing supporting documentation.
- Draft estate planning documents, including wills, trusts, powers of attorney, health care proxies, and related documents under attorney supervision.
- Prepare and coordinate probate court filings and monitor court requirements and deadlines.
- Communicate professionally with clients, beneficiaries, fiduciaries, financial institutions, courts, government agencies, accountants, financial advisors, and other professionals.
- Manage matter deadlines, calendars, client meetings, and document execution sessions.
- Maintain accurate records of court filings and proceedings.
- Prepare correspondence, memoranda, reports, and status updates with a high degree of accuracy.
- Enter billable time and assist with billing and invoice review as needed.
- Maintain strict confidentiality of client and firm information.
- Occasional travel to courts, the firm’s Boston office, or client meetings may be required.
Knowledge, skills, and abilitites
- Associate’s degree or equivalent combination of education and relevant experience, bachelor’s degree preferred.
- Paralegal experience or Paralegal Certificate preferred but not required.
- Ability to review and organize financial records, including bank statements, 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.
- Ability to work effectively and professionally with clients, exercising patience and tact.
- Excellent attention to detail, organization, time management, and follow-through.
- Ability to manage multiple matters and competing deadlines.
- Proficiency with Microsoft Word, Excel, and Outlook; experience with document-management and time-and-billing systems preferred.
- Sound judgment and the ability to handle confidential information with professionalism and discretion.
- Ability to work independently, take initiative, and consistently follow through on assignments.
Compensation
The firm’s expected salary range for this position is $75,000 – $130,000 annually. Actual salary will be determined based on education, experience, internal equity, and other job-related factors, consistent with applicable law.
The firm offers benefits including comprehensive health, vision, and dental insurance, life and disability insurance, 401(k) retirement savings, and paid time off and holidays.
Location
This full-time on-site role is based in our Westborough, MA office location.
Why Rubin Rudman
With nearly 100 attorneys and more than 70 business professionals, we’re growing with intention—attracting smart, driven people who value teamwork and the freedom to serve clients their way. You’ll find opportunities for innovation and growth—no matter your title—backed by competitive compensation, comprehensive benefits, and a culture where people truly have your back.
This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time. This position is a non-exempt role and work occasionally requires more than 35 hours per week to perform the essential duties of the position.
Qualified applicants must be able to complete essential duties and responsibilities with or without reasonable accommodation(s).
Rubin Rudman is an equal opportunity employer. All applicants will be considered for employment without attention to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
Join our team
With nearly 100 attorneys and over 70 business professionals, Rubin Rudman is growing each year. We welcome talented people who want the agility to serve clients their way and collaborate with colleagues who are flocking to a better place to practice law. Sound promising? Let’s talk.
Why Rubin Rudman
More than a hundred years of experience brought us here. Now, we’re focused on what comes next—and we’re building it together. At Rubin Rudman, we’re growing with intention, adding smart, driven people who want to be part of a firm where talent is celebrated, and collaboration is more than a talking point—it’s the way we work. Every attorney and business professional across the firm brings something different to the table, all aligned around a common goal: doing meaningful work with people who have your back. From day one, we make space for leadership, growth, and innovation—regardless of your title.
