Senior Estate Planning Paralegal (Wealth Counsel Required - No Exceptions)
$90kLaw Mom
Job Description
Job Description
Location: Newburyport, MA (Hybrid)
Position Type: Full-Time
Salary: Starting at $90,000+ based on experience
About Law Mom:
Law Mom is a growing estate planning, probate, and trust administration law firm serving families throughout Massachusetts. We are known for exceptional client care, innovative legal solutions, and a collaborative team culture focused on helping families protect what matters most.
We are seeking a highly experienced Senior Estate Planning Paralegal to join our Newburyport office.
IMPORTANT: WEALTHCOUNSEL EXPERIENCE IS REQUIRED
Applicants without direct Wealth Counsel drafting experience will not be considered.
This is not an entry-level position. We are seeking a paralegal who can immediately contribute by drafting sophisticated estate planning documents and managing files with minimal supervision.
What You'll Do:
Draft Complex Estate Planning Documents
You will draft and manage:
- 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
Project Management:
- Manage multiple estate planning matters simultaneously.
- Coordinate 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.
Quality Control:
- 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.
Required Qualifications:
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)
- Experience drafting revocable and irrevocable trusts
- 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 with Zoho CRM
- Experience preparing and recording deeds
- Notary Public or willingness to become a Notary
Who Will Thrive Here:
You are:
- Detail-oriented and highly organized
- Comfortable managing multiple projects simultaneously
- Proactive and solution-focused
- Tech-savvy and comfortable learning systems
- Passionate about helping families
- Able to work independently while collaborating with a team
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
Only candidates with direct Wealth Counsel drafting experience and at least four years of estate planning paralegal experience will be considered. Please send your resume to View email address on us.fitly.work ATTN: OLIVIA PARA
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