Junior Legal Assistant - Estate Planning Specialist

Job Description

Job Description

Are you hyper-organized, tech-savvy, and obsessed with the details? Do you get a genuine sense of satisfaction from turning raw documents into beautifully organized, finished products? Above all, do you thrive on real human connection—whether warmly guiding a client through an important step in their estate plan or collaborating with a supportive, close-knit team behind the scenes? If so, we want you on our team!

We are a growing estate planning and legal firm seeking an In-Office Junior Legal Assistant (Commuting distance to Sudbury, MA) to serve as an administrative engine of our office. This is a dynamic, high-growth support role where you’ll start by mastering our physical and digital document workflows, then expand your skills into legal drafting, client management, and facilitating the execution of legal documents.

In this role, you will work independently while directly supporting our Associate Attorney, providing the critical administrative foundation, operational ownership, and exceptional client interaction that allows our entire firm to deliver an outstanding experience.

In your Cover Letter, please tell us:

1. Why you are a great fit for this specific role and our team.

2. Your absolute favorite condiment or sauce and why it belongs on everything.

$47,000 - $57,000 yearly

• Binder Assembly & Delivery: Create, assemble, inspect, and package high-quality estate planning binders for client delivery.

• Scanning & Digital Archiving: Scan all executed estate planning documents, properly index files, and strictly maintain our digital file system.

• Print & Document Prep: Print comprehensive estate plan packages, prepare signing folders, and assemble client intake packets with precision.

• Deed Processing: Prepare, track, and record real estate deeds with local government registries/land record offices.

• Client Communications: Serve as a warm, responsive liaison for clients via phone and email.

• Signing Ceremonies: Assist in coordinating, witnessing, and eventually lead estate plan signing meetings.

• Advanced Legal Drafting: Learn the nuances of complex estate planning documents and trusts under attorney supervision.

• Relentlessly Detail-Oriented: You notice the small stuff—a misspelled name, a misaligned margin, or a missing signature line won't escape your sight.

• Tech-Savvy & Adaptive: You learn new software quickly, comfortably navigate multiple cloud platforms, and love finding ways to leverage tech to make processes smoother.

• A Proud Support Specialist: You love being the person who keeps everything running seamlessly behind the scenes so the rest of the team can shine.

• Fast Learner & Curious: You are eager to soak up knowledge about estate planning, probate, and law office management.

• Team-First Mindset: You bring positive energy, strong communication skills, and an open mind. You believe no job is "too small" if it helps the team succeed.

• Resourceful & Organized: You thrive when managing multiple moving parts and know how to prioritize tasks without dropping the ball.

• 0–4 years of experience in an office environment (legal, medical, or professional services experience is a plus, but not required!).

• Proficiency with Microsoft Office and Google Workspace of products,

• Experience with case management software or document assembly systems is a bonus.

• Strong written and verbal communication skills.

Why Join Us?

• Real Career Growth: We are actively invested in training you. This isn't just a data-entry job—it’s a stepping stone to becoming a skilled Legal Assistant/Paralegal.

• Collaborative Culture: Work directly with supportive attorneys and team members who value your contributions.

• Pride in Your Work: Help real families secure their legacies and gain peace of mind.