Estate Planning & Probate Paralegal
Kristine Romano Law • Northborough, MA, US
Posted 3 hours 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 (Depending on Experience)
At Kristine Romano Law, our work centers on helping families protect their futures, care for loved ones, and navigate important life transitions with clarity and confidence.
Estate planning and probate matters often arise during deeply personal moments, which is why our team is committed to providing not only exceptional legal guidance but also compassion, professionalism, and thoughtful client service.
We are seeking an experienced Estate Planning & Probate Paralegal who takes pride in precise legal work and enjoys being part of a collaborative team that truly makes a difference for clients.
About the Role:
This is an in-office position located in Northborough, Massachusetts.
The Paralegal plays a vital role in helping our attorneys serve clients efficiently and effectively. In this position, you will prepare estate planning documents, assist with probate administration, support Medicaid applications, and coordinate asset transfers.
The ideal candidate has 3–5 years of experience in estate planning and probate, demonstrates strong attention to detail, and is comfortable managing client communication while maintaining accuracy and organization across multiple matters.
Experience with WealthCounsel is highly valued.
Estate Planning Support
Draft estate planning documents, including wills, trusts, and related planning documents
Prepare deeds and assist with property transfers
Record and e-record deeds
Assist clients with transferring and retitling assets
Organize client information and documentation for estate planning matters
Probate & Fiduciary Administration
Prepare probate court filings
Prepare asset inventories and accounting
Draft documentation necessary to collect or transfer assets during probate administration
Communicate with financial institutions and other third parties to facilitate asset collection
Medicaid & Long-Term Care Planning Support
Draft court documents, draft estate planning documents, gather documentation for and draft Medicaid applications, indexes, chronologies; prepare contracts; draft letters and court documents; prepare deeds, fill out legal forms; asset tracking and prepare forms to transfer or claim assets; write reports, etc.
Monitor the status of Medicaid applications and keep track of deadlines
Prepare court documents and Medicaid applications
Case Management & Client Communication
Maintain communication with clients to gather information and provide updates
Monitor case progress and ensure deadlines are met
Keep attorneys apprised of case status and upcoming deadlines
Maintain accurate records within the firm’s case management system
Track billable and non-billable time as required
3–5 years of experience as an estate planning or probate paralegal
Strong experience drafting estate planning and probate documents
Experience in preparing and recording deeds
Proficiency with Microsoft Word and Microsoft Excel
Experience with WealthCounsel strongly preferred
Strong organizational skills and attention to detail
Ability to manage multiple matters while maintaining accuracy
Personality Traits That Thrive In This Role:
We are looking for someone who brings both compassion and professionalism to their work.
The ideal candidate is:
Detail-oriented and highly accurate
Kind and compassionate with clients
Confident and able to handle challenging situations
Organized and proactive
A strong team player
Assertive in a respectful and professional way
Able to work independently and hit the ground running
Because clients may be facing difficult circumstances, it is important that our paralegals are patient listeners who can also maintain professionalism and confidence when situations become challenging.
Equally important is a collaborative mindset. Our firm values a respectful team culture where coworkers support one another and work together toward shared success.
Compensation & Benefits:
Salary:
$65,000 – $75,000 annually, depending on experience
Benefits include:
Health insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability insurance
401(k) with employer match
Paid holidays
Paid time off
Travel Requirements:
This role may include periodic travel to a satellite office approximately 1–2 times per week.
Typical travel time: approximately 40 minutes
This travel occurs during the normal workday.
Compensation
$65,000 – $75,000 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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