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Junior Legal Assistant / Estate Planning Specialist (In-Office)
Growth and Impact Focused
Location: Sudbury, Massachusetts (100% In-Office)
Position Type: Full-Time
Experience Level: Entry-Level to Early Career (0–4 years) /
Growth Opportunity
About the Role
Are you hyper-organized, tech-savvy, and obsessed with the details? Do you get a genuine sense of satisfaction from turning raw documents into beautifully organized, finished products? Above all, do you thrive on real human connection, whether warmly guiding a client through an important step in their estate plan or collaborating with a supportive, close-knit team behind the scenes? If so, we want you on our team!
We are a growing estate planning and legal firm seeking an In-Office Junior Legal Assistant to serve as an administrative engine of our office. This is a dynamic, high-growth support role where you’ll start by mastering our physical and digital document workflows, then expand your skills into legal drafting, client management, and facilitating the execution of legal documents.
In this role, you will work independently while directly supporting our Associate Attorney, providing the critical administrative foundation, operational ownership, and exceptional client interaction that allows our entire firm to deliver an outstanding experience.
What You’ll Do (Your Day-to-Day)
Core Operational Responsibilities (Immediate Focus)
Binder Assembly & Delivery: Create, assemble, inspect, and package high-quality estate planning binders for client delivery.
Scanning & Digital Archiving: Scan all executed estate planning documents, properly index files, and strictly maintain our digital file system.
Print & Document Prep: Print comprehensive estate plan packages, prepare signing folders, and assemble client intake packets with precision.
Deed Processing: Prepare, track, and record real estate deeds with local government registries/land record offices.
Client Communications: Serve as a warm, responsive liaison for clients via phone and email.
Growth Opportunities (As You Learn & Master the Role)
Signing Ceremonies: Assist in coordinate, witness, and eventually lead estate plan signing meetings.
Advanced Legal Drafting: Learn the nuances of complex estate planning documents and trusts under attorney supervision.
Who You Are (Qualifications & Qualities)
Relentlessly Detail-Oriented: You notice the small stuff—a misspelled name, a misaligned margin, or a missing signature line won't escape your sight.
Tech-Savvy & Adaptive: You learn new software quickly, comfortably navigate multiple cloud platforms, and love finding ways to leverage tech to make processes smoother.
A Proud Support Specialist: You love being the person who keeps everything running seamlessly behind the scenes so the rest of the team can shine.
Fast Learner & Curious: You are eager to soak up knowledge about estate planning, probate, and law office management.
Team-First Mindset: You bring positive energy, strong communication skills, and an open mind. You believe no job is "too small" if it helps the team succeed.
Resourceful & Organized: You thrive when managing multiple moving parts and know how to prioritize tasks without dropping the ball.
Preferred Experience
0–4 years of experience in an office environment (legal, medical, or professional services experience is a plus, but not required!).
Proficiency with Microsoft Office and Google Workspace of products,
Experience with case management software or document assembly systems is a bonus.
Strong written and verbal communication skills.
Why Join Us?
Real Career Growth: We are actively invested in training you. This isn't just a data-entry job—it’s a stepping stone to becoming a skilled Legal Assistant/Paralegal.
Collaborative Culture: Work directly with supportive attorneys and team members who value your contributions.
Pride in Your Work: Help real families secure their legacies and gain peace of mind.
How to Apply
To be considered for this position, DO NOT apply directly on the Indeed platform (or any other job board). We want to see your attention to detail in action!
Please apply ONLY by email to dave@20westlegal.com with the exact phrase "I am the one" in the subject line.
In your email, please include:
Why you are a great fit for this specific role and our team.
Your current resume (attached as a PDF).
Your absolute favorite condimentor sauce and why it belongs on everything.