Estate Planning Paralegal

Roark & Mansur Law, PLLC; Boston (MA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with eligibility after the required period

Disability cafeteria plan

Job summary

A well-established estate planning firm is seeking an experienced Estate Planning Paralegal for their Chelmsford, MA office. The role involves managing client files, conducting initial intake, and preparing estate planning documents. Ideal candidates will have over 2 years of relevant experience, strong attention to detail, and excellent communication skills. This full-time position offers a salary range of $65,000–$85,000 annually, depending on experience, along with additional benefits such as a 401(k) plan.

Qualifications

• 2+ years of experience in estate administration and estate planning.
• Strong attention to detail and organizational skills.
• Excellent communication and client service skills.
• Ability to work independently and collaboratively.

Responsibilities

• Opening and managing client files.
• Conducting initial client intake.
• Preparing and drafting estate planning documents.
• Supporting the administration of estates and trusts.
• Meeting with clients and maintaining excellent communication.

Skills

Attention to detail

Organizational skills

Communication skills

Client service skills

Education

Paralegal certification or degree in legal services

Tools

LEAP legal software

Job description

Base pay range

$65,000.00/yr - $85,000.00/yr

Additional compensation types

Annual Bonus

Salary: $65,000 - 85,000 Annually, Depending on Experience

*THIS IS A RETAINED SEARCH - PLEASE DO NOT CONTACT ME OR THE FIRM IF YOU ARE A RECRUITER*

About Roark & Mansur Law PLLC

Roark & Mansur Law PLLC is a well-established estate planning and administration firm that is deeply rooted in the greater Boston community. We are known for our compassionate client service, high professional standard, and supporting local charities by serving on their boards. We’ve built a reputation for being both approachable and exceptionally thorough in our work.

We pride ourselves on offering a thoughtful, detail-oriented approach to estate planning and probate. Our team works collaboratively to deliver personalized legal support during life’s most important transitions. We are seeking an experienced Estate Planning Paralegal who is passionate about estate planning, estate administration, and probate. To learn more, visit: https://roarkmansurlaw.com.

• 401(k) with eligibility after the required period
• A disability cafeteria plan

Responsibilities

• Opening and managing client files
• Conducting initial client intake
• Preparing and drafting estate planning documents
• Supporting the administration of estates and trusts
• Meeting with clients and maintaining excellent communication

Requirements

• 2+ years of experience in estate administration and estate planning
• Strong attention to detail and organizational skills
• Excellent communication and client service skills
• Ability to work independently and collaboratively

Bonus Experience

• Paralegal certification or degree in legal services (preferred)
• Experience using LEAP legal software

Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.

Roark & Mansur Law PLLC is an equal-opportunity employer. The position is located in the firm’s Chelmsford, MA office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Legal

Industries

• Law Practice