Estate Planning Paralegal in Acton, MA| LawFirmStaff

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Title : Estate Planning Paralegal

Location : Massachusetts - Acton
Refer to Job # ICZD794464


Estate Planning Paralegal The candidate will assist legal team with shepherding a new client's matter through internal processes from initial consultation to signing meeting to final meeting. Connect with clients via email and phone to share and collect documents and information, updating client database. Put the client at ease, ensure they are being well taken care of. Prepare planning and funding documents using Microsoft Word, Excel, Visio, and Adobe Acrobat. Analyze and review client's assets and properly transfer them to their Trust by creating necessary financial institution forms and document packages for clients. Communicate with outside contractors, financial advisors, and financial institutions to ensure that planning deadlines are met. Ensure Attorneys are prepared for the week ahead and that everything needed for a signing meeting is prepared and in office prior to signing. Provide stellar service to clients. Update and create checklists for Standard Operating Procedures as work evolves. Create and update reports for weekly, monthly, and quarterly staff meetings. Participates in weekly team meetings with owners, staff, and attorneys. Should have a Bachelor's degree level OR 2-3 years of work experience within the legal field, ideally as a full-time Paralegal. Experience communicating with people in a professional environment is required. Should have ability to establish connections with clients and provide excellent customer service. Should be experienced in technology, including Microsoft Office, Dropbox, Visio, Adobe Acrobat and Clio.
 
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