Estate Planning Paralegal
Job Description
Job Description
The Parents Estate Planning Law Firm in Acton, MA, is an estate planning firm focused on the estate planning needs of young families, families who have children with special needs, and empty nesters. We are seeking an experienced Paralegal with 2+ years of experience to join our tight-knit team.
The ideal candidate will have experience in estate planning, enjoy working with people, and have an interest in helping young families navigate the complexities of planning for their children's futures. We are not your typical estate planning firm! Because we work exclusively with young families and empty nesters, we put very different plans into place for clients.
The Paralegal we hire will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients.
Our team is dedicated to providing exceptional estate planning services. We have high standards and provide white-glove service to all who meet with us. We are compassionate and take a personalized approach to ensuring clients secure their future and protect their loved ones. And we enjoy doing what we do!
This is an in-office position, Monday-Friday. We offer health, dental, and vision insurance along with paid vacation, holidays, and a strong work-life balance.
If you are interested in working for a firm that values collaboration and welcomes your ideas and input, this is the opportunity for you, and we would love to meet with you.
Compensation:
$65,000 - $75,000 yearly
Responsibilities:
- Perform administrative duties such as answering phone calls and keeping our case filing system organized so all documents are readily accessible
- Build relationships with clients via phone, email, and in-person.
- Communicate with financial advisors regarding the client's trust and proper funding.
- Ensure Attorneys are prepared for the week ahead.
- Proofread documents.
- Work with clients to ensure all materials are provided for drafting.
- Move clients' matters through our internal processes and meet deadlines as they pertain to signing meetings and final meetings.
- Prepare various estate planning legal documents.
- Prepare various Trust administration documents.
- Act as a witness at all signing meetings.
Qualifications:
- Must have strong interpersonal skills and talent for writing and grammar
- At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting
- Candidates should possess high-level organizational skills, and time-management skills
- Candidates who have completed a paralegal professional certification or have advanced paralegal education will receive preference
- 2+ years of experience in legal services in a law firm setting.
- Experience as a Paralegal in Estate Planning is a plus.
- Candidates who have completed a Paralegal professional certification will receive preference.
- Experience with technology, including Microsoft Office, Dropbox, Visio, and Adobe Acrobat.
- Strong customer service skills.
- Strong communication and writing skills.
- Solid time management and organizational skills.
- Strong attention to detail.
- Willingness to go the extra mile to ensure excellent customer service and client satisfaction.
- This is an in-house position, Monday-Friday, 9:00 am - 5:00 pm.
About Company
The Parents Estate Planning Law Firm, PC is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of young families, families who have children with special needs, as well as empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.
Our Mission:
To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.