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The ideal candidate will be highly experienced in estate planning document preparation, comfortable working independently, and proficient with WealthCounsel. This individual will also help guide less experienced team members and contribute to efficient workflow management within a collaborative environment.

ResponsibilitiesDraft and prepare a wide range of estate planning documents, including revocable trusts, wills, powers of attorney, healthcare directives, deeds, and related materials.

Coordinate the preparation and review of estate planning documents to ensure accuracy, consistency, and alignment with attorney recommendations.

Serve as a primary resource for WealthCounsel drafting software, including troubleshooting issues, developing customized drafting solutions, and helping maintain internal templates.

Assist with workflow management and provide guidance to contract and junior paralegals throughout the drafting process.

Communicate directly with clients to collect information, answer questions, request documentation, and provide status updates.

Obtain and review property records and related documentation.

Prepare, file, and record deeds and other real estate transfer documents, while coordinating with county recording offices as needed.

Help maintain efficient case progression from initial drafting through document completion and execution.","type","jobPosting","source","LC","accountId","9948378","organizationName","Robert Half","applicationUrl","https://www.roberthalf.com/us/en/job/plymouth-mn/estate-planning-paralegal/02310-0013490040-usen","Plymouth, MA","isRemote","location",{"_175":176,"_177":178},"createdAt","2026-08-27T15:47:15.736220158Z","updatedAt","2026-09-22T05:59:30.723606155Z","publishedAt","2026-08-25T00:00:00Z","expiresAt","2026-10-22T00:00:00Z","status","active","isExpired","isDiscoverable",true,"isSearchable","isSpotlight","isDraft","careerSkills",[148,149,150,151,152,153,154,155],"requiredEducation","na","isEmailRequired","isPhoneRequired","subtype","job","titleSearch","Estate Planning 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Find & Apply For Paralegal / Legal Assistant Jobs in Plymouth, Massachusetts

Estate Planning Paralegal

Senior Paralegal