Estate Plan Coordinator

Job overview

The Estate Plan Coordinator is a full-time, in-office role in Newburyport, MA, with compensation of $60,000–$75,000 per year. Law Mom helps families protect loved ones and assets through estate planning. The coordinator manages estate-planning matters from client engagement through signing, serving as a primary point of contact and keeping matters organized and moving forward. The role verifies information and documents, coordinates with clients and legal colleagues, and performs quality control before plans proceed to signing.

What you'll do

• Manage multiple estate-planning matters from engagement through signing
• communicate with clients
• track timelines and next steps
• coordinate missing information and attorney review
• maintain accurate client and matter records
• verify planning information and supporting documents
• and review completed plans for accuracy and completeness.

What we're looking for

Skills & competencies

estate plan coordinator

paralegal

case management

estate planning

client communication

document review

quality control

wealthcounsel

newburyport ma

law mom

$60k–$75k

full-time

in-office

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, health insurance, disability insurance, life insurance, and 401(k) match.

Why this role

WealthCounsel experience is a strong preference; the posting identifies the role as a paralegal/case manager position.

About the employer

Law Mom is hiring for this role. Industry: Offices of Lawyers. Sector: 54.