What are the responsibilities and job description for the Senior Estate Planning Paralegal - WealthCounsel & Trust Administration position at Orion Placement?
Pay: $83,993.70 - $95,000.00 per year
Why This Is a Great Opportunity
- Make a meaningful impact helping Massachusetts families protect their assets, plan for the future, and preserve what matters most.
- Work on sophisticated estate planning matters using WealthCounsel, including trusts, MAPTs, Special Needs Trusts, and other advanced planning documents.
- Take ownership of complex files while working alongside attorneys and a collaborative legal team.
- Enjoy a hybrid work arrangement with flexibility and meaningful in-office collaboration.
- Grow your expertise through exposure to sophisticated estate planning, trust administration, and probate matters.
- Benefit from performance bonus opportunities, health insurance, 401(k) with employer match, paid time off, paid holidays, and professional development.
Location: Hybrid opportunity with openings in Topsfield, MA and Doxbury, MA.
Note: Candidates must have 3 years of directly relevant estate planning paralegal experience and direct WealthCounsel drafting experience. Experience with MAPTs, Special Needs Trusts, revocable and irrevocable trusts, and trust administration is strongly preferred.
About Us
We are a growing estate planning, probate, and trust administration law firm committed to helping families protect their assets and plan confidently for the future. Our team combines thoughtful legal solutions, exceptional client care, and a collaborative approach to serving families throughout Massachusetts. Confidential Employer.
Job Description
- Draft sophisticated estate planning documents using WealthCounsel, including revocable living trusts, wills, powers of attorney, health care proxies, trust amendments and restatements, and irrevocable trusts.
- Draft and support Massachusetts Asset Protection Trusts (MAPTs) and first-party and third-party Special Needs Trusts.
- Prepare trust funding documents, real estate deeds, and related estate planning materials.
- Assist with trust and probate administration matters.
- Manage multiple estate planning files, deadlines, and priorities from engagement through signing.
- Coordinate workflow between attorneys, legal assistants, and clients to keep matters moving efficiently.
- Review documents for accuracy, consistency, and alignment with attorney recommendations.
- Identify potential issues proactively and help resolve them before they become problems.
- Maintain organized and accurate client records while delivering a high level of document quality and client service.
- Work independently while collaborating closely with the broader legal team.
Qualifications
- 3 years of estate planning paralegal experience.
- Direct WealthCounsel drafting experience.
- Experience with estate planning trusts and related documents.
- Experience with Massachusetts estate planning concepts.
- Strong organizational and project management skills.
- Ability to manage files, deadlines, and competing priorities independently.
- Exceptional attention to detail.
- Experience with trust and probate administration preferred.
- MAPT and Special Needs Trust drafting experience preferred.
- Experience with Zoho CRM, deed preparation/recording, or Notary Public duties is a plus.
Why You Will Love Working Here
You'll join a team that genuinely cares about helping families protect what matters most. We value collaboration, initiative, professionalism, and high-quality work while giving our team the opportunity to take ownership and grow. With hybrid flexibility, professional development, strong benefits, and meaningful legal work, this is a role where your experience can make a real difference.
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Benefits:
- Dental insurance
- Paid time off
- Retirement plan
- Vision insurance
Salary : $83,994 - $95,000