Estate Plan Coordinator: Own Your Client Matters

Law Mom, LLC; Newburyport (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Health Insurance

Disability

Life Insurance

401(k) match

Job summary

Law Mom, LLC is seeking an Estate Plan Coordinator to own and manage estate planning matters from engagement through signing. You will serve as the primary client contact, coordinating with design attorneys, signing coordinators, and client services to ensure accurate, timely estate plans.

The role emphasizes proactive organization, attention to detail, and strong client communication while leveraging wealth and legal tech tools in a fast-paced, in-office environment in Newburyport, MA.

Qualifications

• WealthCounsel experience is a huge plus.

Responsibilities

• Own and manage estate planning matters from engagement through signing.
• ],
• CoT_job_summary_short
• job_summary_short

Skills

Extremely organized

Detail-oriented

Proactive

Tech-savvy

Client communication

Accountable

Problem solving

Tools

WealthCounsel

CRM platforms

Document automation

Electronic signatures

Practice-management systems

Job description

Law Mom, LLC is seeking an Estate Plan Coordinator to own and manage estate planning matters from engagement through signing. You will serve as the primary client contact, coordinating with design attorneys, signing coordinators, and client services to ensure accurate, timely estate plans.

The role emphasizes proactive organization, attention to detail, and strong client communication while leveraging wealth and legal tech tools in a fast-paced, in-office environment in Newburyport, MA.