Estate Planning Paralegal

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 childrens 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.

• Build relationships with clients via phone email and in-person.
• Communicate with financial advisors regarding the clients 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.

• 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.