Estate Plan Coordinator

Estate Plan Coordinator:

• Law Mom® | Estate Planning.
• Locations: Duxbury, MA .
  Position: Full-Time, In-Office.
• Wealth Counsel experience is a HUGE plus, and candidates with Wealth Counsel experience will receive strong preference.

At Law Mom®, we help families protect the people they love and the things they have worked hard for through thoughtful, comprehensive estate planning.

We pride ourselves on providing compassionate, client-centered service while maintaining an exceptionally high standard for organization, accuracy, communication, and follow-through.

We are growing, and we are looking for an experienced Estate Plan Coordinator who wants to take ownership of their matters and become an important part of our legal team.

Our Estate Plan Coordinator is a Paralegal / Case Manager who owns an estate planning matter from the time a client hires our firm through the completion of their estate plan.

This is not a position where you sit and wait for an attorney to tell you what to do next.

We need someone who is highly organized, exceptionally detail-oriented, proactive, technologically savvy, comfortable managing a large number of matters at different stages, and excellent with clients.

• Where is this matter?
• What are we waiting for?
• What needs to happen next?
• What am I going to need two steps from now?
• Does this information match?
• Does this plan actually make sense based on what the attorney and client designed?

You will serve as the client's primary point of contact with our legal team and work closely with our Client Services Coordinators, Estate Planning Design Attorneys, and Signing Coordinators to make sure every estate plan moves efficiently and accurately from sign-on through signing.

You will manage multiple estate planning matters simultaneously and be expected to know where each of your matters stands.

• Serve as the client's primary legal-team point of contact after they hire the firm.
• Manage the estate planning matter from engagement through signing.
• Maintain excellent and proactive communication with clients.
• Manage timelines, deadlines, and next steps.
• Know what is happening with each assigned matter without waiting for someone to ask.
• Identify matters that are stalled, missing information, or at risk of falling behind.
• Think ahead and anticipate what will be needed at the next stage.
• Coordinate with our Client Services Coordinators to obtain missing information and complete administrative follow-up.
• Work closely with our Estate Planning Design Attorneys to make sure matters are ready for attorney review and design.
• Keep client information and matter status accurate and updated in our systems.

You own your matters and are responsible for helping move them across the finish line.

You will make sure each matter is organized, complete, and ready before it moves forward.

• Review exactly what the client hired the firm to prepare.
• Review and understand the attorney-approved estate plan design.
• Verify client names, family information, beneficiaries, fiduciaries, assets, and other planning information.
• Review asset inventories for completeness.
• Identify missing or inconsistent information.
• Make sure required waivers, acknowledgements, letters, inventories, and supporting documents are completed.
• Maintain and update estate planning and production checklists.
• Complete accurate data entry and maintain clean client information throughout our systems.
• Organize information so attorneys are not spending valuable time searching for routine information or discovering preventable missing items.
• Flag anything requiring attorney judgment or legal…