Hybrid Estate Planning Paralegal - Client Success

Law Office of Polly Tatum; Worcester (MA); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

Medical & Dental Insurance

Performance-based bonuses

401(k)

Generous PTO & Paid Holidays

Complimentary Estate Planning Services

All-expenses-paid trip after 5 years

ongoing recognition

team events

celebrations

Job summary

Law Office of Polly Tatum in Worcester, MA is seeking an experienced Paralegal for estate planning with a hybrid in-office/remote schedule. Primary duties include conducting signing meetings, preparing packages, and ensuring documents reflect attorney-approved design.

The role emphasizes client communication, case-management, and accurate document handling, with a strong focus on education, signing processes, and post-signing follow-up. Competitive compensation and benefits are offered.

Qualifications

• Minimum 3 years of experience in estate planning, elder law, or related fields.
• Excellent work quality and client management skills.
• Ability to meet deadlines and adapt to change.
• Strong drafting of estate planning documents and related legal paperwork.

Responsibilities

• Conduct estate planning signing meetings on scheduled days.
• Prepare and confirm signing packages are complete and accurate.
• Review documents reflect attorney-approved design.
• Answer procedural questions and escalate substantive issues.
• Ensure documents are signed, witnessed, and notarized.
• Maintain a professional signing environment.
• Scan, save, route, and store signed documents.
• Provide clients with final documents and next steps.
• Document completion and outcomes in the case-management system.

Skills

Strong communication

Organized

Team player

Attention to detail

Proactive

Creative problem-solving

Client management

Adaptable to change

Microsoft Office

Wealth Counsel

CRM

Case management software

Tools

Wealth Counsel

CRM

Case Management Software

Microsoft Office

Job description

Law Office of Polly Tatum in Worcester, MA is seeking an experienced Paralegal for estate planning with a hybrid in-office/remote schedule. Primary duties include conducting signing meetings, preparing packages, and ensuring documents reflect attorney-approved design.

The role emphasizes client communication, case-management, and accurate document handling, with a strong focus on education, signing processes, and post-signing follow-up. Competitive compensation and benefits are offered.