Associate Trust and Estates

BCG Attorney Search; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Professional development opportunities

Job summary

BCG Attorney Search is seeking a detail-oriented Associate for the Trusts and Estates team in Boston, MA. The candidate will advise individuals, families, fiduciaries, and business owners on estate planning and wealth transfer strategies.

Duties include drafting documents, assisting with probate, and preparing estate and gift tax returns; require JD and 2–5 years of experience.

The firm offers a professional environment and opportunities to work on sophisticated matters.

Qualifications

• JD from an accredited law school.
• 2–5 years of trusts and estates experience.
• Experience drafting estate planning documents and handling administration.
• Knowledge of federal and state estate, gift, and fiduciary income tax laws.

Responsibilities

• Draft and review estate planning documents, including wills and trusts.
• Advise clients on estate, gift, and income tax planning.
• Assist with probate proceedings, trust administration, and estate settlement.
• Prepare and review federal and state estate and gift tax returns.
• Support planning for high-net-worth individuals and business owners.
• Communicate with clients, fiduciaries, and professional advisors.
• Manage multiple client matters with attention to detail.

Skills

Legal research

Legal writing

Analytical skills

Interpersonal skills

Client service

Education

Juris Doctor degree

Job description

Job Overview

A law firm seeks a detail-oriented and client-focused Associate to join their Trust and Estates team in Boston, Massachusetts. The ideal candidate will have experience advising individuals, families, fiduciaries, and business owners on estate planning, managing probate and trust administration matters, and tax-efficient wealth transfer strategies. This role offers the opportunity to work on sophisticated matters in a collaborative, professional environment.

Duties

• Draft and review estate planning documents, including wills, trusts, and related instruments.
• Advise clients on estate, gift, and income tax planning considerations.
• Assist with probate proceedings, trust administration, and estate settlement.
• Prepare and review federal and state estate and gift tax returns.
• Support planning for high-net-worth individuals and business owners.
• Conduct legal research on trusts, estates, and related legal and Communicate with clients, fiduciaries, and professional advisors.
• Manage multiple client matters efficiently while maintaining attention to detail.

Requirements

• Juris Doctor degree from an accredited law school.
• Two to five years of relevant trusts and estates experience.
• Experience drafting estate planning documents and handling administration matters.
• Knowledge of federal and state estate, gift, and fiduciary income tax laws.

Education

• Juris Doctor degree from an accredited law school.

Certifications

• Bar admission in the state of Massachusetts.

Skills

• Excellent legal research, writing, and analytical skills.
• Strong interpersonal skills and client service ability.
• Ability to work independently and collaboratively in a deadline-driven environment.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Professional development opportunities.