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Title : Estate Planning Paralegal

Location : Massachusetts - Acton
Refer to Job # TKVW853977

Estate Planning Paralegal The candidate will be drafting estate planning documents in Elderdocx and Wealthdocx. Will be reviewing, customizing, and preparing drafts of estate planning documents in Word. Assisting the attorney in estate planning client meetings to design, draft review, sign, and fund estate plans. Reviewing client financial documents to input asset information in the client's Asset Worksheet in Excel. Preparing binders for estate planning documents - printing, organizing, and flagging signature lines. Preparing funding documents - drafting real estate deeds, letters of instruction to banks, change of ownership, and/or beneficiary forms. The candidate must have extraordinary client service skills, strong attention to detail, and follow-through abilities. Should have proficiency in the Microsoft Office suite of products - Word, Excel, PowerPoint, and Outlook. Great organizational skills needed. Prior use of Elderdocx and Wealthdocx essential. Previous experience in drafting estate planning documents needed. Previous experience in transferring legal ownership of assets essential.

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