Estate Planning Paralegal

We are actively seeking a Paralegal / Legal Assistant for an estate planning firm in Acton, MA. This role focuses on drafting customized estate planning documents and supporting clients through the planning and trust funding process. This is a

DIRECT HIRE

position. Responsibilities Draft customized estate planning documents, including revocable trusts, wills, powers of attorney, and health care proxies Attend client meetings and signing appointments; serve as witness at document signings Coordinate and assist with trust funding Schedule and conduct final review meetings with clients, walking them through completed estate planning documents Communicate directly with clients to answer questions and ensure a smooth planning experience Maintain accurate client records Collaborate closely with attorneys and team members to ensure timely completion of files

Pay:

$61,000.00 - $70,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person