Estate Planning Paralegal

Lacey Speaks
Acton, MA

Company Description

Lacey Speaks LLC is a boutique recruiting and growth strategy firm dedicated to connecting high-impact talent with organizations poised for growth. Focused on aligning candidates and businesses for long-term success, we emphasize a relationship-driven approach in our recruitment processes. In addition to talent acquisition, we help brands strengthen consumer engagement, refine messaging, and implement strategies for sustainable growth. Led by industry-expert Lacey Wilson, we are driven by servant leadership, intentional growth, and creating meaningful relationships that foster progress and purpose for companies and individuals alike.


We are working with a well-established estate planning firm in the Acton/Littleton area seeking a Paralegal or Legal Assistant with hands-on estate planning experience.


This is a client-facing role where you’ll take ownership of files from drafting through completion in a collaborative environment.


Responsibilities:

  • Draft estate planning documents (trusts, wills, powers of attorney, health care proxies)
  • Coordinate trust funding and assist with asset transfers
  • Attend client meetings and signing appointments
  • Guide clients through completed documents
  • Maintain accurate client records
  • Work closely with attorneys to move files to completion


Requirements:

  • 1+ year of estate planning experience (2+ preferred)
  • Prior paralegal or legal assistant experience in a law firm
  • Strong drafting experience with estate planning documents
  • Comfortable working directly with clients
  • Strong attention to detail and organization


Location:

  • On-site in Acton / Littleton, MA area


Compensation:

  • Competitive base salary based on experience
  • Direct hire opportunity


If you have estate planning experience and want a role where you can take real ownership of your work, apply or reach out to learn more.

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