Estate Planning Paralegal

Law Mom; Baileys Corner (MA); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Paid time off

Paid holidays

Hybrid work schedule

Professional development opportunities

Collaborative team environment

Job summary

Law Mom, LLC is hiring an experienced Estate Planning Paralegal for our Duxbury office in Massachusetts. The role focuses on drafting sophisticated estate planning documents and managing files with minimal supervision. WealthCounsel drafting is required, with strong MAPT and SNT experience.

You will handle revocable and irrevocable trusts, real estate deeds, and trust funding documents while coordinating with attorneys and clients to meet deadlines.

Qualifications

• MUST have minimum 4 years of estate planning paralegal experience.
• Direct WealthCounsel drafting experience required.
• Experience drafting MAPTs and Special Needs Trusts (First/Third Party).
• Experience drafting revocable and irrevocable trusts.
• Strong knowledge of Massachusetts estate planning concepts.

Responsibilities

• Draft and manage estate planning documents: trusts, wills, powers of attorney, health care proxies.
• Prepare and file trust funding documents and real estate deeds.
• Manage multiple matters with minimal supervision; track deadlines.
• Coordinate workflow between attorneys, assistants, and clients; ensure timely engagement to signing.
• Review documents for accuracy and consistency with attorney recommendations.

Skills

Estate planning experience

WealthCounsel drafting

MAPTs drafting

SNT drafting

Trusts drafting revocable

Trusts drafting irrevocable

File management

Project management

Attention to detail

Tools

Zoho CRM

Job description

Position Type: Full-Time.

Salary: Starting at $65,000+ 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 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:

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 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:

• 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.