Estate Plan Coordinator

Estate Plan Coordinator:Law Mom Estate : Duxbury MA .Position: Full-Time experience is a HUGE plus and candidates with WealthCounsel experience will receive strong Law Mom:At Law Mom we help families protect the people they love and the things they have worked hard for through thoughtful comprehensive estate pride ourselves on providing compassionate client-centered service while maintaining an exceptionally high standard for organization accuracy communication and are growing and we are looking for an experienced Estate Plan Coordinator who wants to take ownership of their matters and become an important part of our legal the Role:Our Estate Plan Coordinator is a Paralegal / Case Manager who owns an estate planning matter from the time a client hires our firm through the completion of their estate is not a position where you sit and wait for an attorney to tell you what to do need someone who is highly organized exceptionally detail-oriented proactive technologically savvy comfortable managing a large number of matters at different stages and excellent with should naturally be thinking:Where is this matterWhat are we waiting forWhat needs to happen nextWhat am I going to need two steps from nowDoes this information matchDoes this plan actually make sense based on what the attorney and client designedYou will serve as the clients primary point of contact with our legal team and work closely with our Client Services Coordinators Estate Planning Design Attorneys and Signing Coordinators to make sure every estate plan moves efficiently and accurately from sign-on through Youll Be Doing:Own and Manage Your Matters:You will manage multiple estate planning matters simultaneously and be expected to know where each of your matters responsibilities will include:Serve as the clients primary legal-team point of contact after they hire the the estate planning matter from engagement through excellent and proactive communication with timelines deadlines and next what is happening with each assigned matter without waiting for someone to matters that are stalled missing information or at risk of falling ahead and anticipate what will be needed at the next with our Client Services Coordinators to obtain missing information and complete administrative closely with our Estate Planning Design Attorneys to make sure matters are ready for attorney review and client information and matter status accurate and updated in our own your matters and are responsible for helping move them across the finish Estate Plans for the Next Stage:You will make sure each matter is organized complete and ready before it moves includes:Review exactly what the client hired the firm to and understand the attorney-approved estate plan client names family information beneficiaries fiduciaries assets and other planning asset inventories for missing or inconsistent sure required waivers acknowledgments letters inventories and supporting documents are and update estate planning and production accurate data entry and maintain clean client information throughout our information so attorneys are not spending valuable time searching for routine information or discovering preventable missing anything requiring attorney judgment or legal analysis for the Estate Planning Design Control Is a Major Part of This Position:You are one of the final sets of eyes making sure the estate plan reflects what the client and attorney actually the estate plan is prepared you will review the entire plan as a package before it moves to our Signing Coordinator for final Proof & will review for:Correct names and personal beneficiaries and throughout all with the attorney-approved estate plan of all documents the client hired the firm to schedules inventories exhibits waivers letters and supporting information or that does not match across systems or that simply does not make sense and needs to be brought to the attorneys are looking for someone who doesnt assume something is correct simply because someone else entered notice things. You ask questions. You matters tremendously in estate Must Be Highly Tech-Savvy:Technology is a significant part of this firm relies heavily on technology to manage clients matters documents workflows communication data and must be someone who:Learns new software comfortable working in multiple technology platforms throughout the highly accurate with data the importance of maintaining clean and consistent client use technology to organize and manage a high volume of follow technology-based workflows and when information in one system doesnt match information somewhere comfortable troubleshooting basic technology issues rather than immediately becoming quickly as systems and processes that technology should help us provide a faster more accurate and better client Experience:WealthCounsel experience is a HUGE plus and candidates with WealthCounsel experience will receive strong you already understand WealthCounsel estate planning documents and the general workflow of an estate planning law firm we want to hear from experience with legal practice-management systems CRM platforms document automation electronic signatures and other legal technology is also highly May Be a Great Fit If You Are:Extremely organized. You can manage many matters at different stages without losing track of deadlines details or next -oriented. You notice when a name is spelled differently information doesnt match a document is missing or something simply doesnt make . You understand that names dates numbers beneficiaries fiduciaries assets and instructions . You dont wait until something becomes overdue to realize it hasnt been who thinks ahead. You are already thinking about Steps 4 and 5 while completing Step with clients. You communicate warmly professionally and confidently and understand that clients need to know what is happening with their with data. There is significant data entry review verification and updating involved in this position and accuracy is tech-savvy. Technology doesnt intimidate you. You learn systems quickly and figure things . If a matter belongs to you you take responsibility for knowing its status and moving it forward.A problem solver. When something isnt right you dont simply pass it along. You investigate determine what is missing and figure out the appropriate next you are highly organized love working with clients are extremely comfortable with technology take pride in accuracy and enjoy being the person who keeps everything moving forward we would love to meet you!Please email: Subject: I LOVE Helping People!Benefits include: Insurance.401(k) match.

Required Experience:

IC