Trusts & Estates Attorney

WizeHire, Inc; Montérégie; On-site; CAD 169,000 - 184,000; Full time

Job summary

A growing estate planning law firm is seeking an experienced Estate Planning Attorney in Quebec to develop customized estate plans for young families. The successful candidate will have 3-5 years of relevant experience, strong communication skills, and a passion for educating clients about estate planning. This role offers a competitive salary of $120,000 - $130,000 yearly, working within a supportive team dedicated to exceptional client service.

Qualifications

• Minimum of 3-5 years of experience in estate planning.
• Admitted to practice law in Massachusetts, NH is a strong plus.
• Strong understanding of estate planning laws.

Responsibilities

• Develop comprehensive estate plans and trust documents for families.
• Help parents create guardianship plans for their minor children.
• Draft and review estate planning documents.

Skills

Estate planning

Communication skills

Problem-solving skills

Organizational skills

Client-focused

Education

Juris Doctor (JD) degree

Tools

Microsoft Office

HubSpot

Inter Active Legal

Wealth Docx

Job description

The Parents Estate Planning Law Firm, PC • Acton , MA , US

Posted 2 days ago

Description

The Parents Estate Planning Law Firm in Acton, MA, is seeking an experienced Estate Planning Attorney with 3-5 years of experience to join our team. The ideal candidate will have a strong background in estate planning, excellent communication skills, and a passion for helping young families navigate the complexities of planning for their children's futures.

The attorney we hire will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients, developing customized estate plans and providing guidance on related matters.

We present educational workshops within the community and would like someone who is interested in educating young families and empty nesters on the importance of planning before a crisis.

Our entire team is dedicated to providing exceptional estate planning services. We have high standards and offer clients white glove service. We are compassionate and take a personalized approach to ensuring clients secure their future and protect their loved ones.

To be a successful candidate for this position, you will have 3-5 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.

If this sounds like you, we want to meet you!

Responsibilities

• Work directly with clients to develop comprehensive estate plans and trust documents to meet the unique needs of families with young children.
• Help parents develop comprehensive guardianship plans for their minor children.
• Draft, review, and finalize estate planning documents.
• Present educational workshops and webinars to the community, which could involve after-hours events.
• Meet and network with financial advisors, accountants, and other professionals to develop cross-referral opportunities.
• Supervise and delegate work to Paralegals and Legal Assistants to accomplish tasks in a timely manner.
• Work directly with the Firm owner and the legal team to develop and modify processes and procedures that ensure a smooth workflow.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Minimum of 3-5 years of experience in estate planning.
• Admitted to practice law in Massachusetts, NH is a strong plus.
• Strong understanding of estate planning laws.
• Experience designing and drafting comprehensive estate plans, including revocable and irrevocable trusts.
• Experience with asset protection planning.
• Experience with trust and estate administration is a strong plus.
• Strong knowledge of Windows and Microsoft Office environments, HubSpot is a plus.
• Experience drafting estate plans on a software-based platform (especially Inter Active Legal or Wealth Docx) is a strong plus.
• Exceptional organizational skills, attention to detail, and problem-solving skills.
• Compassionate and client-focused with strong communication skills.

Compensation

$120,000 - $130,000 yearly

About The Parents Estate Planning Law Firm, PC

About Our Firm:

The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.

Our Mission

To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.