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

About the role

Law Mom is a growing estate planning, probate, and trust administration law firm in Newburyport, MA. We are seeking a highly experienced Senior Estate Planning Paralegal to join our team.

Responsibilities

• Draft Complex Estate Planning Documents
• 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
• Manage Multiple Estate Planning Matters Simultaneously
• Cookbook 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
• 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

Requirements

• 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)
• 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

• Experience with Zoho CRM
• Experience Preparing and Recording Deeds
• Notary Public or Willingness to Become a Notary

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

Please send your resume to Olivia@lawmom.com ATTN: OLIVIA PARA