Estate Planning Paralegal

Cody, Cody & McCarthy LLC; Quincy (MA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health & Dental

401(k) match

Sabbatical Program

Paid Time Off

Job summary

Cody, Cody & McCarthy LLC is seeking a detail-oriented Paralegal to support our estate planning practice in Quincy, MA. You will draft initial estate planning and real estate documents, manage client communications, and assist attorneys with case management to ensure high-quality service.

Ideal candidates are organized, proactive, and team-oriented, taking ownership from start to finish and ensuring documents meet firm standards and attorney instructions.

Qualifications

• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and document management systems.
• Ability to manage multiple deadlines and shifting priorities in a fast-paced environment.

Responsibilities

• Draft engagement letters for new and existing clients.
• Communicate with clients regarding document preparation, information gathering, and follow-up matters.
• Serve as a point of contact to ensure a positive and professional client experience.
• Assist attorneys with case management and workflow coordination.

Skills

Written communication

Verbal communication

multitask/deadline management

Microsoft Office

Tools

Document management systems

Job description

Benefits:

• 401(k)
• 401(k) matching
• Company parties
• Competitive salary
• Health insurance
• Paid time off
• Wellness resources

We are seeking a detail-oriented and proactive Paralegal to support our estate planning practice. This role involves preparing initial drafts of estate planning and real estate documents, managing client communications, assisting attorneys with case management, and ensuring a high level of quality control throughout the client experience. The ideal candidate is organized, adaptable, team-oriented, and takes ownership of responsibilities from start to finish.

Key Responsibilities

Client and Administrative Support

• Draft engagement letters for new and existing clients.
• Communicate with clients regarding document preparation, information gathering, and follow-up matters.
• Serve as a point of contact to ensure a positive and professional client experience.
• Assist attorneys with case management and workflow coordination.

Drafting and Document Preparation

• Prepare initial drafts of estate planning documents, including trusts, wills, powers of attorney, health care directives, and related documents.
• Prepare initial drafts of deeds and other real estate transfer documents used to transfer real property into trusts and other estate planning entities.
• Assist with the preparation and organization of supporting documentation for client matters.
• Incorporate attorney revisions and maintain accurate document versions.

Business Entity Support

• Assist with filing Massachusetts LLC formations and related registrations with the Massachusetts Secretary of the Commonwealth.
• Assist with maintaining entity records and organizational documents as needed.

Quality Control

• Review final document packages for accuracy, completeness, formatting consistency, and overall presentation prior to client signing appointments.
• Ensure client documents meet firm standards and reflect attorney instructions.
• Identify and resolve potential issues before documents are provided to clients.

Qualifications

• Prior paralegal, legal assistant, or equivalent experience preferred.
• Experience with estate planning, real estate, or corporate filings is a plus.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office and document management systems.
• Ability to manage multiple deadlines and shifting priorities in a fast-paced environment.

Desired Qualities

• Exceptional attention to detail and commitment to accuracy.
• Ability to effectively pivot between tasks and priorities.
• Strong team player who collaborates well with attorneys and staff.
• Willingness to learn, grow, and adapt to evolving firm processes.
• Positive and professional office presence.
• Takes ownership of assigned responsibilities and proactively identifies issues and solutions before they become problems.
• Demonstrates initiative and anticipates attorney and client needs.

Benefits of the Role

This position offers the opportunity to work closely with attorneys on meaningful estate planning and transactional matters while developing expertise in drafting, client service, real estate transfers, and business entity administration. The successful candidate will be an integral part of a collaborative team dedicated to providing exceptional service to clients.

Benefits: We take care of our team with a comprehensive benefits package, including:

• Health & Dental: Choice of plans with firm contributions toward your coverage.
• Retirement: 401(k) with a competitive employer match.
• Rest & Recovery: Paid Time Off and a unique Sabbatical Program for long-tenured employees.

Schedule: Full-time 8:30-5:00 Monday to Friday

Work Location: In person, Quincy, MA

Salary range: $65,000. – $70,000. Final offer will be determined based on the candidate's level of experience and relevant skills.

Hours: 9:00 – 5:00 Monday - Friday

Location: 1 Pine Hill Drive, Suite 501, Quincy, MA 02169

No agency referrals, staffing recruiters, or third-party recruiters, please. We do not accept unsolicited agency resumes or sales inquiries and will not pay fees to any third-party agency or firm.