Estate Planning Paralegal - Drafts, Docs & Client Care

Berkshire Law Group; Quincy (MA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Company parties

Paid time off

Wellness resources

Job summary

Berkshire Law Group in Quincy, MA is seeking a detail-oriented Paralegal to support our estate planning practice. This full-time role involves drafting estate planning and real estate documents, managing client communications, and assisting attorneys with case management to ensure high-quality service.

The ideal candidate is organized, proactive, and able to manage multiple deadlines. Proficiency in Microsoft Office and document management is expected.

Qualifications

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

Responsibilities

• Draft engagement letters for new and existing clients.
• Communicate with clients regarding document preparation and follow-up matters.
• Serve as a point of contact to ensure a positive client experience.
• Assist attorneys with case management and workflow coordination.
• Prepare initial drafts of estate planning documents (trusts, wills, powers of attorney, health care directives).
• Prepare initial drafts of deeds and real estate transfer documents for property into trusts.
• Incorporate attorney revisions and maintain document versions.
• Assist with MA LLC filings and related registrations.
• Review final document packages for accuracy, formatting, and presentation prior to client signings.

Skills

Strong communication

Microsoft Office

Document management

Deadline management

Job description

Berkshire Law Group in Quincy, MA is seeking a detail-oriented Paralegal to support our estate planning practice. This full-time role involves drafting estate planning and real estate documents, managing client communications, and assisting attorneys with case management to ensure high-quality service.

The ideal candidate is organized, proactive, and able to manage multiple deadlines. Proficiency in Microsoft Office and document management is expected.