Estate Planning Paralegal — Detail‑Oriented & Client‑Focused

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

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.