Description

Are you passionate about helping others and looking for a fulfilling role that offers variety and the opportunity to make a meaningful impact? We are seeking an organized, compassionate, and detail-oriented professional to join our team. If you thrive in an environment where adaptability, meeting deadlines, and exceptional client service are key, we would love to hear from you!

As a member of our team, you will play a crucial role in providing high-quality estate planning, estate administration, probate, and asset protection planning services to clients. Your work will ensure that our legal services are aligned with our firm’s policies and standards while creating an exceptional client experience. You will be part of a collaborative team that values your input and strives to provide peace of mind to families navigating important legal matters.

Company Culture and Environment

Our firm fosters a collaborative and supportive environment, valuing the input of all team members. We are dedicated to client-focused service, making a real difference in families’ lives.

Career Growth and Development Opportunities

Joining our team offers the opportunity to enhance your skills and grow professionally while working in a role that directly impacts clients and their families.

Detailed Benefits and Perks

• Competitive salary with bonus potential
• Health and dental benefits
• Flexible working in a hybrid remote/in-person environment
• Supportive team culture that encourages professional growth

Compensation and Benefits

• Salary range of \(75,000 - \)80,000
• Health, dental, and retirement benefits
• Flexibility to work in a hybrid environment

Why you should apply for this position today

This is an excellent opportunity to work in a client-focused, supportive team where you can make a real impact on families’ lives. If you’re ready to bring your expertise to a dynamic and professional environment, we’d love to hear from you!

Skills

• Passionate about client service
• Highly organized with a detail-oriented mindset
• Creative problem-solver who takes initiative
• Proficient in Microsoft Office (3+ years of experience preferred)
• Strong communication skills with clients and internal teams
• Ability to maintain client files and track time efficiently
• Comfort working in a hybrid environment (remote and in-office)

Responsibilities

• Conduct client meetings and manage relationships with referral partners
• Lead team meetings and manage case workflows
• Organize and analyze asset information for accuracy
• Prepare probate pleadings and coordinate court filings
• Manage asset marshaling, including arranging for valuations
• Prepare MassHealth applications and draft estate planning documents
• Assist with the titling and retitling of assets
• Prepare inventories, probate accountings, and assist with fiduciary income and estate tax returns
• Review documents for accuracy and quality control
• Prepare deeds and offer process improvement recommendations
• Ensure clients’ files move efficiently through the office
• Use case management systems to track progress

Qualifications

• 3+ years of experience in estate planning, elder law, estate administration, or long-term care planning
• No degree required, but experience with document drafting is essential
• Accountable for work and open to feedback

Education Requirements

• No formal degree required

Education Requirements Credential Category

• Experience with document drafting is essential

Experience Requirements

• Minimum of 3 years in estate planning or related fields

Why work in Worcester, MA

Worcester offers a vibrant community with a rich cultural scene, excellent dining options, and a growing economy. It is home to numerous parks and recreational areas that provide a great quality of life, making it an ideal place to live and work.