Paralegal
The Parents Estate Planning Law Firm, PC
Acton, MA US
Posted ago
The Parents Estate Planning Law Firm, PC

The Parents Estate Planning Law Firm is a law firm focused on the estate planning needs of young families and empty nesters. We are a team of 8 who values teamwork, high energy, excellent customer service, and a sense of humor. We're looking for an organized, detail-oriented, and experienced Paralegal to play an important role on our Estate Planning legal team. You'll provide excellent legal and administrative support and establish relationships with our clients to determine where they need support. We are looking for a Paralegal who will do what it takes to provide exceptional customer service and go the extra mile for our clients. If you're interested in advancing your Paralegal career with opportunities for growth, we want to hear from you.

Responsibilities

  • Build relationships with clients via phone, email, and in-person
  • Communicate with financial advisors regarding client's funding work
  • Ensure Attorneys are prepared for the week ahead
  • Move clients' matters through our internal processes and meet deadlines as they pertain to signing meetings and final meetings
  • Prepare planning and funding documents using Microsoft Word, Excel, Visio, and Adobe Acrobat
  • Review client's assets and properly fund them to their Trust by creating necessary financial institution forms and document packages for clients

Qualifications
  • At least 3 years of experience in legal services under an attorney or lawyer in a law firm setting
  • ABA-approved paralegal certificate program such as an Associate’s degree or proprietary school program in paralegal studies, Bachelor’s degree desired
  • Talented communicator and writer
  • Completion of a nationally-accredited paralegal program strongly preferred
  • Excellent organizational skills, and time-management skills

  • 2+ years experience in the legal field as a Legal Assistant or Paralegal
  • Experience with technology including Microsoft Office, Dropbox, Visio, Adobe Acrobat
  • Strong customer service and writing skills
  • Solid time management and organizational skills
  • Strong attention to detail

Compensation
$52,000+
About The Parents Estate Planning Law Firm, PC

The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients genuine peace of mind.

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