Estate Planning Paralegal

Base pay range

$65,000.00/yr - $85,000.00/yr

Annual Bonus

Salary: $65,000 - 85,000 Annually, Depending on Experience

* THIS IS A RETAINED SEARCH - PLEASE DO NOT CONTACT ME OR THE FIRM IF YOU ARE A RECRUITER*

About Roark & Mansur Law PLLC

Roark & Mansur Law PLLC is a well-established estate planning and administration firm that is deeply rooted in the greater Boston community. We are known for our compassionate client service, high professional standard, and supporting local charities by serving on their boards. We’ve built a reputation for being both approachable and exceptionally thorough in our work.

We pride ourselves on offering a thoughtful, detail-oriented approach to estate planning and probate. Our team works collaboratively to deliver personalized legal support during life’s most important transitions. We are seeking an experienced Estate Planning Paralegal who is passionate about estate planning, estate administration, and probate. To learn more, visit:

• 401(k) with eligibility after the required period
• A disability cafeteria plan

• Opening and managing client files
• Conducting initial client intake
• Preparing and drafting estate planning documents
• Supporting the administration of estates and trusts
• Meeting with clients and maintaining excellent communication

• 2+ years of experience in estate administration and estate planning
• Strong attention to detail and organizational skills
• Excellent communication and client service skills
• Ability to work independently and collaboratively

• Paralegal certification or degree in legal services (preferred)
• Experience using LEAP legal software

Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.

Roark & Mansur Law PLLC is an equal-opportunity employer. The position is located in the firm’s Chelmsford, MA office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.

• Associate

• Full-time

• Legal

• Law Practice