Estate Planning Paralegal

Law Mom; Baileys Corner (MA); Hybrid; USD 75,000 - 91,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

PTO

Paid holidays

Hybrid work schedule

Professional development

Collaborative team

Job summary

Law Mom, a growing estate planning, probate, and trust law firm serving families across Massachusetts, seeks a Senior Estate Planning Paralegal for our Duxbury office. The ideal candidate will draft sophisticated documents and manage files with minimal supervision, using WealthCounsel drafting experience to support attorneys.

Responsibilities include drafting revocable and irrevocable trusts, Wills, Powers of Attorney, Health Care Proxies, MAPTs, SNTs, and related funding documents; real estate

Qualifications

• Minimum 2–4 years of estate planning paralegal experience.
• Direct WealthCounsel drafting experience is required.
• Experience drafting MAPTs.
• Experience drafting Special Needs Trusts (First-Party and Third-Party).
• Experience drafting revocable and irrevocable trusts.
• Strong understanding of Massachusetts estate planning concepts.
• Excellent organizational and project management skills.
• Ability to independently manage files and deadlines.
• Exceptional attention to detail.

Responsibilities

• Draft complex estate planning documents.
• Draft and manage Revocable Living Trusts and Wills.
• Draft Powers of Attorney and Health Care Proxies.
• Draft Trust Amendments and Restatements; MAPTs and SNTs.
• Draft Real Estate Deeds; Trust funding documents.
• Administer trusts and probate tasks.
• Coordinate workflow among attorneys, assistants, and clients.
• Track deadlines and ensure timely engagement-to-signing.
• Quality control: review documents for accuracy and consistency.
• Maintain organized client records.

Skills

Estate planning

Document drafting

Project management

Attention to detail

WealthCounsel drafting

Tools

Zoho CRM

Job description

Position Type:

Full-Time.

Salary:

Starting at $83,000+ based on experience.

About Law Mom:

Law Mom is a growing estate planning, probate, and trust administration law firm serving families throughout Massachusetts. We are known for exceptional client care, innovative legal solutions, and a collaborative team culture focused on helping families protect what matters most.

We are seeking a highly experienced Senior Estate Planning Paralegal to join our Duxbury Office.

IMPORTANT:

WEALTHCOUNSEL EXPERIENCE IS REQUIRED.

Applicants without direct Wealth Counsel drafting experience will not be considered.

This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.

What You'll Do:

• Draft Complex Estate Planning Documents.

You will draft and manage:

• Revocable Living Trusts.
• Wills.
• Powers of Attorney.
• Health Care Proxies.
• Trust Amendments and Restatements.
• Irrevocable Trusts.
• Massachusetts Asset Protection Trusts (MAPTs).
• First-Party and Third-Party Special Needs Trusts (SNTs).
• Real Estate Deeds.
• Trust Funding Documents.
• Trust administration.
• Probate.

Project Management:

• Manage multiple estate planning matters simultaneously.
• Coordinate workflow between attorneys, legal assistants, and clients.
• Track deadlines and ensure files move efficiently from engagement through signing.
• Identify potential issues before they become problems.
• Maintain organized and accurate client records.

Quality Control:

• Review documents for accuracy and consistency.
• Ensure plans match attorney recommendations and engagement terms.
• Maintain Law Mom's high standards for client service and document quality.

Required Qualifications.

MUST HAVE:

• Minimum 2-4 years of estate planning paralegal experience.
• Direct Wealth Counsel drafting experience (required, no exceptions).
• Experience drafting MAPTs.
• Experience drafting Special Needs Trusts (First-Party and Third-Party).
• Experience drafting revocable and irrevocable trusts.
• Strong understanding of Massachusetts estate planning concepts.
• Excellent organizational and project management skills.
• Ability to independently manage files and deadlines.
• Exceptional attention to detail.

Preferred:

• Experience with Zoho CRM.
• Experience preparing and recording deeds.
• Notary Public or willingness to become a Notary.

Who Will Thrive Here:

You are.

• Detail-oriented and highly organized.
• Comfortable managing multiple projects simultaneously.
• Proactive and solution-focused.
• Tech-savvy and comfortable learning systems.
• Passionate about helping families.
• Able to work independently while collaborating with a team.

Benefits:

• Performance bonus opportunities.
• Health insurance.
• 401(k) with employer match.
• Paid time off.
• Paid holidays.
• Hybrid work schedule.
• Professional development opportunities.
• Supportive and collaborative team environment.