Estate Plan Coordinator

Law Mom•Duxbury, MA

6d•Onsite

About The Position

Law Mom® is seeking an experienced Estate Plan Coordinator to join their legal team. This role is responsible for managing estate planning matters from client engagement through the completion of their estate plan. The ideal candidate is highly organized, detail-oriented, proactive, technologically savvy, comfortable managing a large volume of matters, and excellent with clients. This position serves as the primary point of contact for clients and works closely with other team members to ensure efficient and accurate progression of estate plans. The role involves preparing matters for the next stage, ensuring accuracy and completeness, and performing quality control checks on all documents before finalization. A strong understanding of technology and legal practice management systems is essential.

Requirements

Highly organized
Exceptionally detail-oriented
Proactive
Technologically savvy
Comfortable managing a large number of matters at different stages
Excellent with clients
Accurate with data entry
Ability to learn new software quickly
Comfortable working in multiple technology platforms
Understands the importance of maintaining clean and consistent client data
Can use technology to organize and manage a high volume of matters
Can follow technology-based workflows and processes
Notices when information in one system doesn't match information somewhere else
Comfortable troubleshooting basic technology issues
Adapts quickly as systems and processes improve
Accountable
Problem solver
WealthCounsel experience is a HUGE plus and candidates with WealthCounsel experience will receive strong preference.
Prior experience with legal practice-management systems, CRM platforms, document automation, electronic signatures, and other legal technology is also highly valued.

Nice To Haves

WealthCounsel experience

Responsibilities

Manage multiple estate planning matters simultaneously, knowing the status of each.
Serve as the client's primary legal-team point of contact after engagement.
Manage the estate planning matter from engagement through signing.
Maintain excellent and proactive communication with clients.
Manage timelines, deadlines, and next steps for each matter.
Identify stalled matters, missing information, or matters at risk of falling behind.
Anticipate future needs for each stage of the process.
Coordinate with Client Services Coordinators to obtain missing information and complete administrative follow-up.
Work closely with Estate Planning Design Attorneys to ensure matters are ready for review and design.
Keep client information and matter status accurate and updated in systems.
Ensure each matter is organized, complete, and ready before moving forward.
Review attorney-approved estate plan designs.
Verify client names, family information, beneficiaries, fiduciaries, assets, and other planning information.
Review asset inventories for completeness.
Identify missing or inconsistent information.
Ensure required waivers, acknowledgments, letters, inventories, and supporting documents are completed.
Maintain and update estate planning and production checklists.
Complete accurate data entry and maintain clean client information.
Organize information for attorneys.
Flag items requiring attorney judgment or legal analysis for the Estate Planning Design Attorney.
Review the entire estate plan package for accuracy before finalization, checking for correct names, personal information, beneficiaries, fiduciaries, consistency, alignment with design, inclusion of all documents, completed schedules, inventories, exhibits, waivers, letters, supporting documents, missing information, conflicting information, and anything that does not make sense.
Learn new software quickly.
Work in multiple technology platforms daily.
Perform accurate data entry and maintain clean client data.
Use technology to organize and manage a high volume of matters.
Follow technology-based workflows and processes.
Troubleshoot basic technology issues.