Senior Estate Planning Paralegal (Wealth Counsel Required - No Exceptions)

Law Mom LLC

$90K — $100K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 4 years of estate planning paralegal experience
  • Direct Wealth Counsel drafting experience (required, no exceptions)
  • Experience drafting Massachusetts Asset Protection Trusts (MAPTs)
  • Experience drafting First-Party and Third-Party Special Needs Trusts (SNTs)
  • Strong understanding of Massachusetts estate planning concepts
  • Excellent organizational and project management skills
  • Ability to independently manage files and deadlines

Responsibilities

  • Draft complex estate planning documents including trusts, wills, and powers of attorney
  • Manage multiple estate planning matters simultaneously
  • Coordinate workflow between attorneys, legal assistants, and clients
  • Track deadlines to ensure efficient file processing
  • Review documents for accuracy and consistency
  • Identify potential issues before they escalate
  • Maintain organized and accurate client records

Benefits

  • Performance bonus opportunities
  • Health insurance
  • 401(k) with employer match
  • Paid time off
  • Paid holidays
  • Hybrid work schedule
  • Professional development opportunities
  • Supportive and collaborative team environment
Full Job Description
About the Job

Location: Newburyport, MA (Hybrid)

Position Type: Full-Time

Salary:Starting at $90,000+ based on experience

We are seeking a highly experienced Senior Estate Planning Paralegal to join our Newburyport office.

IMPORTANT: WEALTHCOUNSEL EXPERIENCE IS REQUIRED

Applicants without direct Wealth Counsel drafting experience will not be considered.

This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.

What You'll Do:

Draft Complex Estate Planning Documents

You will draft and manage:

  • Revocable Living Trusts
  • Wills
  • Powers of Attorney
  • Health Care Proxies
  • Trust Amendments and Restatements
  • Irrevocable Trusts
  • Massachusetts Asset Protection Trusts (MAPTs)
  • First-Party and Third-Party Special Needs Trusts (SNTs)
  • Real Estate Deeds
  • Trust Funding Documents


Project Management:

  • Manage multiple estate planning matters simultaneously.
  • Coordinate workflow between attorneys, legal assistants, and clients.
  • Track deadlines and ensure files move efficiently from engagement through signing.
  • Identify potential issues before they become problems.
  • Maintain organized and accurate client records.


Quality Control:

  • Review documents for accuracy and consistency.
  • Ensure plans match attorney recommendations and engagement terms.
  • Maintain Law Mom's high standards for client service and document quality.


Required Qualifications:

MUST HAVE:

  • Minimum 4 years of estate planning paralegal experience
  • Direct Wealth Counsel drafting experience (required, no exceptions)
  • Experience drafting MAPTs
  • Experience drafting Special Needs Trusts (First-Party and Third-Party)
  • Experience drafting revocable and irrevocable trusts
  • Strong understanding of Massachusetts estate planning concepts
  • Excellent organizational and project management skills
  • Ability to independently manage files and deadlines
  • Exceptional attention to detail


Preferred:

  • Experience with Zoho CRM
  • Experience preparing and recording deeds
  • Notary Public or willingness to become a Notary


Who Will Thrive Here:

You are:


  • Detail-oriented and highly organized
  • Comfortable managing multiple projects simultaneously
  • Proactive and solution-focused
  • Tech-savvy and comfortable learning systems
  • Passionate about helping families
  • Able to work independently while collaborating with a team


Benefits:

  • Salary starting at $90,000+
  • Performance bonus opportunities
  • Health insurance
  • 401(k) with employer match
  • Paid time off
  • Paid holidays
  • Hybrid work schedule
  • Professional development opportunities
  • Supportive and collaborative team environment


To Apply:

Please submit:

  • Resume
  • Cover Letter
  • A brief video (2-3 minutes) explaining:

    • Your Wealth Counsel experience
    • Your experience drafting MAPTs and Special Needs Trusts
    • Why you would be a great fit for Law Mom


Only candidates with direct Wealth Counsel drafting experience and at least four years of estate planning paralegal experience will be considered. Please send your resume to [email protected] ATTN: OLIVIA PARA

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