Client Success (Hybrid)

Law Office of Polly Tatum is a law firm focused on estate planning, estate administration, probate, and asset protection planning. The firm emphasizes exceptional client service, organization, accountability, continuous learning, and treating clients with care and professionalism.

About the Role

The Client Success – Signing Estate Planning Paralegal combines estate-planning paralegal work with client-facing responsibilities. The role is responsible for conducting signing meetings, reviewing estate plan documents with clients, preparing and quality-checking documents, coordinating post-signing processes, and maintaining a high-quality client experience.

Location: Worcester, Massachusetts
Work Arrangement: Hybrid

Responsibilities

• Conduct estate planning signing meetings.
• Prepare and review signing packages for accuracy and completeness.
• Explain the general purpose of estate planning documents and refer substantive legal questions to attorneys.
• Ensure documents are properly signed, witnessed, and notarized.
• Conduct client review calls before signing appointments.
• Confirm client information, fiduciaries, beneficiaries, and other factual details.
• Prepare plain-language estate plan summaries.
• Draft routine estate planning documents, including wills, trusts, powers of attorney, health care documents, deeds, and assignments.
• Perform document quality-control reviews and attorney revisions.
• Process and organize documents after signing.
• Track trust funding, deeds, assignments, beneficiary forms, and related tasks.
• Communicate with clients by phone and email.
• Maintain accurate case-management records and deadlines.
• Coordinate with attorneys, paralegals, legal assistants, and operations staff.
• Support client satisfaction, feedback, testimonials, and referrals.

Requirements

• Minimum 3 years of experience in estate planning, elder law, estate administration, or long-term care planning.
• Ability to draft estate plans and legal documents.
• Experience handling probate and trust administration matters.
• Strong communication skills.
• Ability to work effectively in a hybrid environment.
• Ability to manage deadlines and multiple priorities.
• Strong attention to detail and accuracy.
• Ability to work collaboratively and independently.

Qualifications

• Client-focused and compassionate approach.
• Strong accountability and ownership of responsibilities.
• Proactive and collaborative team member.
• Creative problem-solving ability.
• Strong organizational skills.
• Ability to exercise sound judgment while following established systems and procedures.
• Professional and confident communication with clients.
• Ability to maintain confidentiality and appropriate professional boundaries.

Skills

• Estate Planning
• Paralegal Services
• Legal Document Drafting
• Probate
• Trust Administration
• Estate Administration
• Client Relationship Management
• Document Review
• Quality Control
• Case Management
• Client Communication
• Attention to Detail
• Organization
• Problem Solving
• Time Management
• Trust Funding
• Legal Research & Documentation

Pay

$75,000–$90,000

Schedule

Full-time
Tuesday–Thursday in office; Monday and Friday remote production days

Benefits

• Medical and dental insurance
• Performance-based bonuses
• 401(k)
• Generous PTO
• Paid holidays
• Complimentary estate planning services
• All-expenses-paid trip after 5 years of service
• Employee recognition
• Team events and celebrations
• Signing bonus