Estate Planning and Elder Law Paralegal

Fisher Law LLC; Norwood (MA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Paid time off

Job summary

Fisher Law LLC in Norwood, MA is seeking an experienced estate planning and elder law paralegal to support a growing practice. The role requires 2+ years in this specialty and offers opportunities to work closely with attorneys on wills, trusts, and Medicaid planning.

You will handle intake, document preparation, file management, and client communications, contributing to efficient case management while maintaining confidentiality and attention to detail.

Qualifications

• Bachelor's degree, paralegal certificate, or equivalent combination of education and relevant experience.
• 2+ years of experience in estate planning, elder law, probate, trust administration, or a related practice.
• Strong written and verbal communication, with attention to detail.
• Proficiency with Microsoft 365 and ability to learn case-management and e-filing systems.
• Ability to work independently and as part of a team.
• Familiarity with wills, trusts, powers of attorney and related documents.

Responsibilities

• Assist attorneys with estate planning, elder law, probate, trust administration, and long-term care planning.
• Prepare and revise attorney-approved drafts of wills, trusts, powers of attorney, health care documents, and related forms.
• Collect and organize family, asset, income, and beneficiary information for planning and administration.
• Assist with probate and trust administration, including inventories, notices, and deadline tracking.
• Coordinate deed preparation, asset funding, and execution meetings with witnesses and notarizations.
• Maintain accurate electronic and physical files, calendars, and case-management records.
• Record time and expenses and ensure confidential information is protected.

Job description

Fisher Law LLC in Norwood is hiring an experienced estate planning and elder law paralegal for its established and growing practice. The position is open to an paralegal with 2+ years' experience in this practice area.

About You

You have 2+ years' paralegal experience, preferably, but not required, in trust, estate and elder law. You work independently with minimal supervision as well as part of a team. You have a strong attention to detail and basic problem-solving skills. You have exceptional attention to detail and excellent verbal and written communication skills. You are tech savvy and learn new software programs quickly.

Position Summary

The Estate Planning and Elder Law Paralegal supports attorneys with estate planning, probate and trust administration, guardianship or conservatorship, long-term care planning, and related elder law matters while serving as a compassionate first point of contact for prospective and existing clients. This role combines substantive legal support, detailed matter administration, and client intake.

Essential Duties and Responsibilities

• Assist attorneys with estate planning, elder law, probate, trust administration, guardianship or conservatorship, and long-term care planning matters.
• Prepare and revise attorney-approved drafts of wills, revocable and irrevocable trusts, powers of attorney, health care documents, deeds, beneficiary-related documents, probate forms, fiduciary documents, and client correspondence.
• Collect and organize family, asset, income, insurance, medical, caregiving, and beneficiary information needed for legal planning and administration.
• Assist with probate and trust administration, including inventories, accountings, notices, asset-transfer documents, beneficiary communications, and deadline tracking.
• Support Medicaid and long-term care planning by gathering financial records, preparing document summaries, maintaining eligibility checklists, and assisting with applications under attorney supervision.
• Coordinate deed preparation and recording, asset-funding tasks, document execution meetings, notarizations, witnesses, and follow-up items.
• Communicate professionally with clients, family members, fiduciaries, care managers, financial professionals, health care providers, courts, registries, and government agencies as authorized.
• Maintain accurate electronic and physical files, calendars, document templates, task lists, and case-management records.
• Track statutory, court, filing, renewal, and client follow-up deadlines and promptly escape urgent issues.
• Prepare meeting materials, document summaries, execution packets, closing binders, and status updates for attorney review.
• Record time, expenses, matter activity, and client communications accurately and promptly.
• Protect confidential and privileged information and comply with firm procedures, professional standards, and applicable legal requirements.

Other Responsibilities

• Conduct initial intake interviews using approved questionnaires to identify the prospective client, decision-makers, family relationships, planning goals, health or capacity concerns, caregiving needs, assets, income, existing estate documents, long-term care circumstances, and relevant deadlines.
• Explain the firm's intake and consultation process, required documents, fees, and next steps without offering legal conclusions or promising an outcome.
• Schedule consultations and execution meetings; provide confirmations, accessibility information, directions, reminders, and secure document-submission instructions.
• Request and organize relevant materials, including existing estate documents, deeds, financial statements, benefit notices, insurance information, medical or care-facility records, death certificates, and probate documents, as appropriate.
• Create and maintain complete intake records in the firm's case-management or customer relationship management system and document all follow-up activity.
• Prepare attorney-approved engagement letters, fee agreements, non-engagement communications, and new-matter documentation for review and signature.

Qualifications

• Bachelor's degree, paralegal certificate, or equivalent combination of education and relevant experience.
• Prior experience in estate planning, elder law, probate, trust administration, guardianship or conservatorship, Medicaid planning, or a related legal practice strongly preferred.
• Familiarity with wills, trusts, powers of attorney, health care documents, deeds, probate filings, fiduciary administration, and estate-planning or elder law terminology.
• Strong written and verbal communication skills, including the ability to communicate patiently and respectfully with older adults, individuals with disabilities, grieving families, caregivers, and fiduciaries.
• Ability to gather detailed family, financial, health, and planning information through tactful questioning while recognizing the boundary between administrative guidance and legal advice.
• Proficiency with Microsoft 365 and the ability to learn case-management, document-automation, intake, billing, secure file-sharing, e-filing, and deed-recording systems.
• Strong organizational skills and the ability to manage document-intensive matters, multiple deadlines, recurring follow-up tasks, and sensitive client communications.
• Demonstrated discretion in handling confidential, privileged, financial, medical, and personally identifiable information.
• Ability to work independently and collaboratively with attorneys, staff, clients, families, courts, government agencies, care providers, and financial professionals.
• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Salary

$60,000 to $85,000 (Depending on level of experience and relevant skills)