Estate Planning Paralegal

Law Mom•Duxbury, MA

5d•Hybrid

About The Position

Law Mom is a growing estate planning, probate, and trust administration law firm serving families throughout Massachusetts. We are known for exceptional client care, innovative legal solutions, and a collaborative team culture focused on helping families protect what matters most. We are seeking a highly experienced Senior Estate Planning Paralegal to join our Duxbury Office. IMPORTANT: WEALTHCOUNSEL EXPERIENCE IS REQUIRED. Applicants without direct Wealth Counsel drafting experience will not be considered. This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.

Requirements

Minimum 2-4 years of estate planning paralegal experience.
Direct Wealth Counsel drafting experience (required, no exceptions).
Experience drafting MAPTs.
Experience drafting Special Needs Trusts (First-Party and Third-Party).
Experience drafting revocable and irrevocable trusts.
Strong understanding of Massachusetts estate planning concepts.
Excellent organizational and project management skills.
Ability to independently manage files and deadlines.
Exceptional attention to detail.
Only candidates with direct Wealth Counsel drafting experience and at least four years of estate planning paralegal experience will be considered.

Nice To Haves

Experience with Zoho CRM.
Experience preparing and recording deeds.
Notary Public or willingness to become a Notary.

Responsibilities

Draft Complex Estate Planning Documents: Draft and manage Revocable Living Trusts, Wills, Powers of Attorney, Health Care Proxies, Trust Amendments and Restatements, Irrevocable Trusts, Massachusetts Asset Protection Trusts (MAPTs), First-Party and Third-Party Special Needs Trusts (SNTs), Real Estate Deeds, Trust Funding Documents.
Trust administration.
Probate.
Project Management: Manage multiple estate planning matters simultaneously. Coordinate workflow between attorneys, legal assistants, and clients. Track deadlines and ensure files move efficiently from engagement through signing. Identify potential issues before they become problems. Maintain organized and accurate client records.
Quality Control: Review documents for accuracy and consistency. Ensure plans match attorney recommendations and engagement terms. Maintain Law Mom's high standards for client service and document quality.