Estate Planning Paralegal

  • Littleton, , United States
  • Full-time
  • Salary: Not Available
  • Posted on:
  • Expires on:

JOB TITLE:

Estate Planning Paralegal

JOB Type:

Direct hire

JOB SKILLS:

Paralegal, Estate Planning, drafting, customized estate planning documents, revocable trusts, wills, powers of attorney, health care proxies, client meetings, trust funding, final review meetings, client communication, client records, collaboration, attorneys, team members.

JOB Location:

Littleton, , United States

JOB DESCRIPTION

2+ years of Paralegal experience in Estate Planning   We are actively seeking a Paralegal / Legal Assistant for an estate planning firm in Acton, MA. This role focuses on drafting customized estate planning documents and supporting clients through the planning and trust funding process. This is a DIRECT HIRE position. Responsibilities Draft customized estate planning documents, including revocable trusts, wills, powers of attorney, and health care proxies Attend client meetings and signing appointments; serve as witness at document signings Coordinate and assist with trust funding Schedule and conduct final review meetings with clients, walking them through completed estate planning documents Communicate directly with clients to answer questions and ensure a smooth planning experience Maintain accurate client records Collaborate closely with attorneys and team members to ensure timely completion of files

Position Details

Posted:

Employment:

Direct hire

INDUSTRY:

Legal Services

Salary:

$61000.00 - $70000.00

REFERENCE NUMBER:

CLI-45263-9

CITY:

Littleton

JOB ORIGIN:

snapx