Estate Planning Paralegal - 2+ years of Estate Planning Paralegal experience

Job Description

Job Description2+ years of Paralegal experience in Estate Planning We are actively seeking a Paralegal / Legal Assistant for an estate planning firm in Acton, MA. This role focuses on drafting customized estate planning documents and supporting clients through the planning and trust funding process. This is a DIRECT HIRE position.ResponsibilitiesDraft customized estate planning documents, including revocable trusts, wills, powers of attorney, and health care proxies
Attend client meetings and signing appointments; serve as witness at document signings
Coordinate and assist with trust funding
Schedule and conduct final review meetings with clients, walking them through completed estate planning documents
Communicate directly with clients to answer questions and ensure a smooth planning experience
Maintain accurate client records
Collaborate closely with attorneys and team members to ensure timely completion of files