Estate Planning Paralegal: Client-Focused Asset Advisor

Family Estate Planning Law Group; Lynnfield (MA); On-site; USD 42,000 - 56,000; Full time

Job summary

Family Estate Planning Law Group is seeking a Legal Assistant/Paralegal with 1–2 years of experience who enjoys working directly with people, staying organized, and ensuring important details don’t fall through the cracks. You don’t need estate planning experience, as training is provided.

If you have wealth management or financial planning exposure, that could be a strong fit, especially when handling financial documents and client communications.

Qualifications

• 1–2 years as a Legal Assistant or Paralegal
• Estate planning or financial planning experience is a plus
• Wealth management experience may be a strong alternative
• Strong client communication and follow-through
• Highly organized with excellent attention to detail
• Comfortable learning new terminology, technology, and systems

Responsibilities

• Work directly with clients to gather financial information and documentation
• Coordinate with financial advisors, attorneys, CPAs, and institutions
• Track assets and documents using spreadsheets and cloud-based systems
• Assist with deeds, real estate transfers, trusts, and other estate-planning documents
• Prepare for client meetings and manage follow-up
• Keep projects moving with accuracy, organization, and attention to detail
• Help improve processes and create a seamless client experience

Skills

Client communication

Detail-oriented

Team collaboration

Tools

Spreadsheets

Cloud-based systems

Job description

Family Estate Planning Law Group is seeking a Legal Assistant/Paralegal with 1–2 years of experience who enjoys working directly with people, staying organized, and ensuring important details don’t fall through the cracks. You don’t need estate planning experience, as training is provided.

If you have wealth management or financial planning exposure, that could be a strong fit, especially when handling financial documents and client communications.