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Estate Plan Coordinator: Own Complex Plans, Client Success

Law-Mom

Law Mom® in Newburyport, MA is seeking an experienced Estate Plan Coordinator to own estate planning matters from engagement through signing. This in-office role requires exceptional organization, proactive communication, and the ability to manage many matters at different stages. The ideal candidate is tech-savvy and client-focused, with WealthCounsel experience a huge plus. You will work with our Client Services Coordinators and Design Attorneys to move plans forward accurately and efficiently. #J-18808-Ljbffr Law-Mom

Vacancy posted 2 days ago
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