Paralegal in Boston, MA| LawFirmStaff

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Title : Paralegal

Location : Massachusetts - Boston
Refer to Job # EEJL821983


Paralegal The candidate will be responsible for client intake, estate plan drafting using Wealth Counsel, and the organization of documents and information from various cases at the firm. Set up client meetings. Send estate planning materials to clients. Draft initial estate plan documents. Enter revisions to estate plan documents. Prepare estate plan binder for completed plans. Create and maintain case files. Facilitate the meeting of attorney's deadlines by keeping organized schedules and providing timely reminders. Conduct legal research. Should have a Bachelor's degree or a Paralegal certificate. Should have experience as a legal secretary or assistant or paralegal. Should have familiarity with Wealth Counsel and Clio software.
 
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