Estate Planning Paralegal in Billerica, MA| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Massachusetts - Billerica
Refer to Job # GYKU784777


Estate Planning Paralegal The candidate will collaborate with Clients to obtain and organize Client information. Preparation of estate planning documents. Coordination of Clients, staff attorneys and witnesses for attendance at in office or mobile signings. Processing document packages and recording applicable real estate transfers. Assisting with trust funding of financial assets. From drafting court petitions, forms and orders, will open and close probate proceedings, serving as a primary contact for Clients. Investigating and performing research regarding wills, trusts, real estate assets, creditor claims, and medical issues surrounding guardianship / conservatorship petitions. Should have 4+ years of continued, specialized experience. Must have full working knowledge of the registry of deeds and electronic recording systems. Must have an ability to use and develop processing systems such as our paperless electronic storage, and case management / document automation software. Litigation Pleading Drafting and response desired. CRM software experience preferred.
 
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