Estate Planning Paralegal
About The Position
We are seeking a detail-oriented and proactive Paralegal to support our estate planning practice. This role involves preparing initial drafts of estate planning and real estate documents, managing client communications, assisting attorneys with case management, and ensuring a high level of quality control throughout the client experience. The ideal candidate is organized, adaptable, team-oriented, and takes ownership of responsibilities from start to finish. This position offers the opportunity to work closely with attorneys on meaningful estate planning and transactional matters while developing expertise in drafting, client service, real estate transfers, and business entity administration. The successful candidate will be an integral part of a collaborative team dedicated to providing exceptional service to clients.
Requirements
- Prior paralegal, legal assistant, or equivalent experience preferred.
- Experience with estate planning, real estate, or corporate filings is a plus.
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office and document management systems.
- Ability to manage multiple deadlines and shifting priorities in a fast-paced environment.
- Exceptional attention to detail and commitment to accuracy.
- Ability to effectively pivot between tasks and priorities.
- Strong team player who collaborates well with attorneys and staff.
- Willingness to learn, grow, and adapt to evolving firm processes.
- Positive and professional office presence.
- Takes ownership of assigned responsibilities and proactively identifies issues and solutions before they become problems.
- Demonstrates initiative and anticipates attorney and client needs.
Responsibilities
- Draft engagement letters for new and existing clients.
- Communicate with clients regarding document preparation, information gathering, and follow-up matters.
- Serve as a point of contact to ensure a positive and professional client experience.
- Assist attorneys with case management and workflow coordination.
- Prepare initial drafts of estate planning documents, including trusts, wills, powers of attorney, health care directives, and related documents.
- Prepare initial drafts of deeds and other real estate transfer documents used to transfer real property into trusts and other estate planning entities.
- Assist with the preparation and organization of supporting documentation for client matters.
- Incorporate attorney revisions and maintain accurate document versions.
- Assist with filing Massachusetts LLC formations and related registrations with the Massachusetts Secretary of the Commonwealth.
- Assist with maintaining entity records and organizational documents as needed.
- Review final document packages for accuracy, completeness, formatting consistency, and overall presentation prior to client signing appointments.
- Ensure client documents meet firm standards and reflect attorney instructions.
- Identify and resolve potential issues before documents are provided to clients.
Benefits
- Health & Dental: Choice of plans with firm contributions toward your coverage.
- Retirement: 401(k) with a competitive employer match.
- Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.
- Company parties
- Wellness resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
