Job Description
Job Description
This is a direct hire position with a well-established firm, offering a great opportunity to gain hands-on experience in estate planning and client interaction.
Key Highlights:
- Experience Level: Junior (1+ year required)
- Education: High school diploma or equivalent required
- Location: Acton, MA (Onsite)
What You’ll Be Doing:
- Draft estate planning documents such as wills, trusts, powers of attorney, and healthcare proxies
- Attend client meetings and assist during document signing
- Support trust funding processes
- Guide clients through final estate plan reviews
- Maintain accurate client records and ensure smooth communication
- Collaborate closely with attorneys and internal teams
This role is ideal for someone who enjoys client interaction, has strong attention to detail, and is interested in building a career in estate planning.