Estate Planning and Probate Attorney

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

Benefits offered by this job

Profit sharing

Job summary

BCG Attorney Search in Melrose, MA seeks an Estate Planning and Probate Attorney to manage and expand the estate planning and probate practice, working closely with a paralegal and client success coordinator. The role offers autonomy, growth opportunities, and a collaborative environment.

You will draft wills and trusts, guide probate administration, leverage WealthCounsel and AI-enabled tools, and help lead seminars while developing the paralegal team.

Qualifications

• Experience in estate planning and probate law.
• Proficiency in WealthCounsel or willingness to learn quickly.
• Ability to leverage AI and legal technology.
• Strong presentation and client relationship skills.
• Leadership experience in team management.

Responsibilities

• Draft and manage wills, trusts, and estate plans.
• Guide families through probate and estate administration.
• Utilize WealthCounsel and modern legal technology.
• Host seminars and workshops to engage the community.
• Manage and develop a paralegal and client success coordinator.

Skills

Leadership experience

Presentation skills

Client relationships

Education

Juris Doctor (JD)

Tools

WealthCounsel

Clio

Lawmatics

Decision Vault

Job description

Job Overview

A law firm seeks an Estate Planning and Probate Attorney in Melrose, MA. This role involves managing and expanding the estate planning and probate practice, working closely with a paralegal and client success coordinator. The position offers autonomy, growth opportunities, and a collaborative environment.

Duties

• Draft and manage wills, trusts, and estate plans.
• Guide families through probate and estate administration.
• Utilize WealthCounsel and modern legal technology.
• Host seminars and workshops to engage the community.
• Manage and develop a paralegal and client success coordinator.

Requirements

• Experience in estate planning and probate law.
• Proficiency in WealthCounsel or willingness to learn quickly.
• Ability to leverage AI and legal technology.
• Strong presentation and client relationship skills.
• Leadership experience in team management.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in Massachusetts.

Skills

• Proficient in Clio, Lawmatics, and Decision Vault.
• Strong business mindset and growth-oriented.
• Commitment to continuous learning and development.

Benefits

• Profit sharing.