Estate Planning & Probate Paralegal
Kristine Romano Law • Northborough, MA, US
Posted 17 days ago
KRISTINE ROMANO LAW
Estate Planning, Elder Law, and Probate | Northborough and Natick, Massachusetts
NOW HIRING: Estate Planning and Probate Paralegal
Full-Time | $65,000 – $75,000 Salary (Based on Experience)
At Kristine Romano Law, we help families safeguard their futures, protect their loved ones, and manage significant life transitions with peace of mind and confidence.
Estate planning and probate issues frequently arise during personal and emotional times. Our team is dedicated to delivering outstanding legal support while treating every client with compassion, professionalism, and attentive service.
We are looking for an experienced Estate Planning & Probate Paralegal who values accuracy, takes pride in producing quality legal work, and enjoys contributing to a supportive, team-oriented environment that positively impacts clients' lives.
About the Role:
This is an in-office position based in Northborough, Massachusetts.
The Paralegal is an essential part of our legal team, helping attorneys handle client matters smoothly and efficiently. Responsibilities include drafting estate planning documents, assisting with probate proceedings, supporting Medicaid applications, and facilitating asset transfers.
The ideal candidate brings 3–5 years of experience in estate planning and probate, possesses exceptional attention to detail, and can confidently manage client communications while keeping multiple matters organized and accurate.
Familiarity with WealthCounsel is a strong advantage.
Compensation & Benefits
Annual Salary: $65,000–$75,000, based on experience
Benefits include:
Health insurance
Dental coverage
Vision coverage
Life insurance
Long-term disability coverage
401(k) plan with employer matching
Paid holidays
Paid time off (PTO)
Estate Planning Support
Prepare wills, trusts, and other estate planning instruments
Draft deeds and facilitate real estate transfers
File and electronically record deeds
Help clients transfer and retitle assets
Compile client information and maintain estate planning records
Probate & Fiduciary Administration
Draft and submit probate court filings
Compile asset inventories and financial accountings
Prepare documents required to collect, distribute, or transfer probate assets
Liaise with financial institutions and third parties to coordinate asset collection
Medicaid & Long-Term Care Planning Support
Draft legal pleadings, estate planning documents, contracts, correspondence, and other court documents
Gather supporting records and prepare Medicaid applications, indexes, and chronologies
Complete legal forms, prepare deeds, and coordinate asset transfers or claims
Track assets and prepare reports and supporting documentation
Monitor Medicaid application progress and maintain awareness of filing deadlines
Prepare court filings and Medicaid application materials
Case Management & Client Communication
Communicate with clients to obtain necessary information and provide case updates
Track case developments and ensure deadlines are met
Keep attorneys informed of case progress and approaching deadlines
Maintain precise records in the firm's case management system
Record billable and non-billable hours as required
Qualifications & Experience
3–5 years of experience as an estate planning or probate paralegal
Extensive knowledge of preparing estate planning and probate documents
Background in drafting and recording deeds
Proficiency in Microsoft Word and Microsoft Excel
Familiarity with WealthCounsel strongly preferred
Excellent organizational abilities and a high level of attention to detail
Ability to oversee multiple matters while ensuring accuracy and consistency
Personality Traits for Success in This Role
We seek a professional who approaches their work with both empathy and professionalism.
The ideal candidate is:
Precise and detail-focused
Compassionate and considerate when working with clients
Self-assured and capable of navigating difficult situations
Well-organized and forward-thinking
Collaborative and team-oriented
Direct yet respectful and professional
Self-sufficient and ready to contribute from day one
Because clients may be navigating sensitive or stressful circumstances, our paralegals must be attentive listeners who remain composed, professional, and confident when challenges arise.
A team-focused approach is equally important. We foster a respectful workplace where colleagues encourage one another, share responsibilities, and contribute to common goals.
Travel Requirements
This position may require occasional travel to a satellite office, approximately 1–2 times per week.
Average travel time: approximately 40 minutes
Travel takes place during regular working hours.
Compensation
$65,000 – $75,000 yearly salary depending on experience
At Kristine Romano Law, we help individuals and families plan for the future and navigate important life transitions with confidence. Our practice focuses on estate planning, probate administration, elder law, guardianships, and long-term care planning.
We understand that clients often come to us during emotional and challenging times. Because of this, our team is committed to providing thoughtful legal guidance with professionalism, compassion, and clear communication.
Our firm values a collaborative and respectful workplace where team members support one another and take pride in delivering high-quality service.
We are looking for professionals who take pride in their work, value accuracy and accountability, and enjoy working alongside colleagues who treat one another with professionalism and kindness.
If you are an experienced estate-planning or probate paralegal who wants to do meaningful work as part of a collaborative, caring legal team, we would love to hear from you.
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