`Probate Paralegal

Estate Planning - Administration - Probate and Elder Law Paralegal

• Are you an estate planning, estate administration, elder law, or Probate Paralegal?
• Are you ready to demonstrate your expertise in an ambitious firm?
  
  

Then, please read on…

We are a law firm that provides estate planning, estate administration, probate, and asset protection planning for clients. We need an organized, thoughtful, caring professional. We are looking for someone who is well-organized, adaptable to change, can meet deadlines, and follows systems, yet uses judgment while providing an exceptional client experience, ensuring that the legal services provided by the firm are in accordance with firm policies, procedures, and standards. Excellent verbal and written communication skills are a must. Ability to work in a hybrid remote/in-person environment.

Compensation: $75,000 - $80,000 with bonus potential, health, dental, and retirement benefits as well as the ability to work hybrid remotely and in the office.

If you are “THE ONE” we are looking for, please tell us why we should schedule an interview with you.

Compensation

$75,000 - $80,000 yearly

Responsibilities

Your responsibilities, depending on experience, may include:

• Review meetings with clients
• Meetings with Referral Partners
• Team meetings and case management
• Organization and analysis of asset information
• Preparation of various probate pleadings
• Coordination of filings with the Probate Courts
• Marshaling assets and arranging for valuations
• Preparation of MassHealth applications
• Drafting basic estate planning documents
• Assist with titling and retitling of assets
• Preparation of inventories and probate accountings
• Assisting with fiduciary income and Estate tax return preparation
• Microsoft Office (3 years of experience is preferred)
• Reviewing all documents for quality and accuracy
• Deed preparation
• Work efficiently and make recommendations to improve processes
• Be well organized to ensure clients’ files move smoothly through the office
• Follow systems and maintain clients in our case management system
• Experience with Wealth Counsel and Elder Counsel is a plus
• Records Management
  
  

Qualifications:

• The ideal candidate for this Estate Planning Probate Paralegal position in Worcester, MA, US will have a genuine passion for assisting clients and possess strong communication skills to effectively interact with them.
• Accountability is a crucial trait we seek, where taking ownership of tasks, being proactive, and working collaboratively as a team player are essential qualities.
• Creative problem-solving skills, attention to detail, the ability to draft estate plans and legal documents, and handle probate and trust administration matters are key requirements.
• A minimum of 3 years of experience in estate planning, elder law, estate administration, or long-term care planning is necessary to excel in this role.
• The successful candidate should exhibit excellent work quality, client management skills, adherence to procedures, adaptability to change, meeting deadlines, and a positive and respectful attitude towards colleagues.
• Proficiency in computer and technology skills, with at least 3 years of experience in Microsoft Office and Trust & Estate work, is preferred.
• A degree is not required, but a solid background in drafting legal documents is essential for this position.
  
  

About Company

Why Join Us?

At the Law Office of Polly Tatum, we go beyond legal services—we provide peace of mind. Our firm is a trusted partner for families navigating estate planning, estate administration, and elder law challenges. We offer a collaborative, client-focused work environment where attorneys can make an impact, grow professionally, and be part of something meaningful.

If you are an experienced estate planning, elder law, and probate attorney looking for a firm that values your expertise and commitment to client care, apply today!

#WHLAW2

Compensation details: 75000-80000 Yearly Salary

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