PARALEGAL

2-4 yrs required

Full-time

No

# Experienced Estate Planning Paralegal Wanted

Are you an experienced Paralegal who has a passion for estate planning for young families and wants to make a meaningful impact on the lives of children, parents, and families? If you are looking to join a growing firm where you are an integral part of helping parents plan for a brighter future for their family, The Parents Estate Planning Law Firm in Acton, MA wants to hear from you.

## Job Description

The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kids protection planning, wills, trusts, estates, and asset protection.

To be a successful candidate for this position, you will have .

## Responsibilities

- Connect with clients via email and phone to share and collect documents and information, updating client database.
- Prepare planning and funding documents using Microsoft Word, Excel, Visio, and Adobe Acrobat.
- Put the client at ease, ensure they are being well taken care of by sending status reports and taking calls in a timely manner.
- Analyze and review client’s assets and properly transfer them to their Trust by creating necessary financial institution forms and document packages for clients.
- Communicate with outside contractors, financial advisors, and financial institutions to ensure that planning deadlines are met.
- Ensure Attorneys are prepared for the week ahead and that everything needed for a signing meeting is prepared and in office prior to signing.
- Prepare binder for delivery to client, making sure all documents are explained properly and any non-legal questions are answered regarding final binder.
- Prepare our unique Kids Protection Plan for all clients with children under the age of 18.
- Provide stellar service – think Ritz Carlton – to our clients.
- Update and create checklists for Standard Operating Procedures as your work evolves.
- Create and update reports for weekly, monthly, and quarterly staff meetings.
- Participates in weekly team meetings with owners, staff, and attorneys.

## Salary

The salary for this position is $56,000.

## How to Apply

If this sounds like you, we want to meet you! Please email the following document with “[Your Name] is Your Next Estate Planning Paralegal” in the subject line and attach the following documents in PDF format only to .

- Cover letter containing the following:
- What you think it takes to be a stellar Paralegal;
- What you are looking for in your next position;
- What you bring to the table; and,
- Your salary requirements.
- Resume
- References

Not Specified

Not Specified

Not Specified

Microsoft Word, Excel, Visio, Adobe Acrobat

Not Specified

Please email the following document with “[Your Name] is Your Next Estate Planning Paralegal” in the subject line and attach the following documents in PDF format only to . Cover letter containing the following What you think it takes to be a stellar Paralegal; What you are looking for in your next position; What you bring to the table; and, Your salary requirements. Resume References

Qualification and Experience 2-4 years of experience as a Paralegal, preferably with some estate planning background

Legal