JOIN OUR TEAM
ABOUT US
The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates and asset protection. We discuss sensitive topics that will help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients genuine peace of mind. We are a close-knit team who enjoy a relaxed, yet professional work environment.
OUR OFFICES
Our office is located in the beautiful town of Acton, Massachusetts. We are located near great restaurants, shopping and hiking and biking trails.
Our office space is professional, yet comfortable and inviting. We want our employees to enjoy coming to work!
OUR CULTURE
Our culture is based on collaboration, integrity and service. We strive to provide an exceptional experience to both our clients as well as our employees. We work hard, we have fun and we enjoy a work-life balance not seen in many law firms.
OUR VISION:
We imagine a world where every child is loved and cared for,
and has a bright future because their parents created a legal plan for them.
OUR MISSION:
To help parents create a legal plan, so that their children always know they are loved, cared for, and protected, no matter what.
WE ARE HIRING
PARALEGAL
Are you an experienced Paralegal who wants to make a meaningful impact on the lives of children, parents, and families?
We are looking for our next, great estate planning Paralegal – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
If you are looking to join a growing firm where you are an integral part of helping parents plan for a brighter future for their family, we want to hear from you.
The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kids protection planning, wills, trusts, estates, and asset protection.
To be a successful candidate for this position, you will have 2-4 years of experience as a Paralegal, preferably with some estate planning background.
If this sounds like you, we want to meet you!
RESPONSIBILITIES:
- Connect with clients via email and phone to share and collect documents and information, updating client database.
- Prepare planning and funding documents using Microsoft Word, Excel, Visio, and Adobe Acrobat.
- Put the client at ease, ensure they are being well taken care of by sending status reports and taking calls in a timely manner.
- Analyze and review client’s assets and properly transfer them to their Trust by creating necessary financial institution forms and document packages for clients.
- Communicate with outside contractors, financial advisors, and financial institutions to ensure that planning deadlines are met.
- Ensure Attorneys are prepared for the week ahead and that everything needed for a signing meeting is prepared and in office prior to signing.
- Prepare binder for delivery to client, making sure all documents are explained properly and any non-legal questions are answered regarding final binder.
- Prepare our unique Kids Protection Plan for all clients with children under the age of 18.
- Provide stellar service – think Ritz Carlton – to our clients.
- Update and create checklists for Standard Operating Procedures as your work evolves.
- Create and update reports for weekly, monthly, and quarterly staff meetings.
- Participates in weekly team meetings with owners, staff, and attorneys.
SALARY:
$56,000
HOW TO APPLY:
Please email the following document with “[Your Name] is Your Next Estate Planning Paralegal” in the subject line and attach the following documents in PDF format only to paula@ParentsEstatePlanning.com.
- Cover letter containing the following:
- What you think it takes to be a stellar Paralegal;
- What you are looking for in your next position;
- What you bring to the table; and,
- Your salary requirements.
- Resume
- References
- What you think it takes to be a stellar Paralegal;
- What you are looking for in your next position;
- What you bring to the table; and,
- Your salary requirements.
SENIOR ASSOCIATE
Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them to create plans that ensure a bright future for their families, even in a potentially dark time? Are you ready to help prospective new clients understand why estate planning is so important and how easy it can be to take that next step?
If this describes you, keep on reading…
We are looking for a Senior Associate – someone who shares our passion for estate planning for younger families cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, and is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
The ideal candidate will have 6+ years of experience in creating, drafting, and implementing comprehensive trust-based estate plans. You should also have an interest in stepping out into the community to network. In addition, you should have an interest in conducting webinars and lives seminars to educate parents about the need for planning.
- 6+ years of Estate Planning experience
- Has a Juris Doctor from an accredited law school
- Massachusetts Bar License require
- New Hampshire Bar License a plus
- Experience drafting asset-based trusts
- Financial asset protection planning
- Wealth planning experience
- Exceptional communication skills and problem-solving skills needed to work with all levels of staff and clients
- Ability to work in a fast-paced environment that is constantly evolving to serve clients better and more efficiently
- MS Office required
HOW TO APPLY:
Please send an email with “[Insert Your Name] is Your Next Attorney” in the subject line and attach the following documents in PDF format only to: paula@ParentsEstatePlanning.com.
- Cover letter containing the following:
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Salary requirements.
- Resume
- References
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Salary requirements.
LEGAL ASSISTANT/PARALEGAL
If you are energetic, smart, and looking to join a growing estate planning law firm where you are involved, can make a difference, and contribute as an integral part of a team, we would love to meet you.
Our busy law firm is looking for an efficient, organized, and detail-oriented legal administrative assistant to help our attorneys and paralegals assist our clients as they create a plan for their future. You’ll assist with the preparation of legal documents, work with financial advisors to ensure our client’s assets are properly transferred to their trust, proofread, and complete various tasks associated with finalizing estate plans. If you have experience in a professional services environment, work well under pressure, have strong customer service skills and attention to detail, and are looking for a rewarding opportunity in the legal industry, we want to connect with you.
The ideal candidate will have 2+ years of experience working in a professional office setting.
- Some knowledge of legal software, case management, and docketing programs
- Able to meet demanding deadlines in a fast-paced environment
- Ability to comfortably use all Microsoft Office products
- Organizational skills and communication skills are necessary for this position
- Minimum 1-2 years of experience in a law firm or office environment as an administrative assistant or secretary
- 1-2 years experience in a professional office environment such as financial services, banking, or law firm
- Strong attention to detail
- Paralegal certificate a plus
HOW TO APPLY:
Please send an email with “[Insert Your Name] is Your Next Legal Assistant/Paralegal” in the subject line and attach the following documents in PDF format only to: paula@ParentsEstatePlanning.com.
- Cover letter containing the following:
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Salary requirements.
- Resume
- Why you are applying for this position;
- What you are looking for in your next position;
- What you bring to the table; and,
- Salary requirements.