Estate Planning Associate (4+ Yrs Exp)

Jobot; Boston (MA); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Hybrid work schedule

Partnership track

Collaborative team

Professional development

High-net-worth clientele

Job summary

Jobot in Boston seeks a Trusts & Estates Associate Attorney to independently manage estate planning and administration for high-net-worth individuals and families, drafting wills, trusts, and related documents, and collaborating with a team of experienced attorneys. Candidates should have at least 4 years of estate planning experience, MA Bar admission, and may hold an LL.M.

in Taxation; excellent writing and communication skills, strong client service, and ability to meet deadlines in a hybrid

Qualifications

• Minimum of 4 years of experience in estate planning and estate administration.
• LL.M. in Taxation preferred.
• Strong interpersonal skills and ability to work collaboratively with clients and team members.
• Excellent written and verbal communication skills.
• Ability to manage a caseload independently while meeting deadlines and maintaining client satisfaction.
• Admission to the Massachusetts Bar is required.

Responsibilities

• Independently manage estate planning matters for high-net-worth individuals, multi-generational families, and business owners.
• Draft sophisticated estate planning documents, including wills, trusts, and related documents, tailored to achieve clients’ tax and non-tax goals.
• Collaborate with a team of skilled attorneys to design and implement sophisticated planning strategies.
• Handle estate administration and probate matters, ensuring compliance with relevant laws and regulations.
• Communicate regularly with clients and their advisors to provide high-level service and guidance.
• Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Skills

Estate planning

Estate administration

Communication skills

Time management

Client service

Collaboration

Education

LL.M. in Taxation

Massachusetts Bar admission

Job description

Job details

Host: Scott Rundlett

Salary: $150,000 - $250,000 per year

A bit about us

We are a boutique law firm focused on delivering personalized and comprehensive legal services in areas such as estate planning, probate, and trust administration. Our team is committed to guiding individuals and families through complex legal matters with clarity and care. We combine deep expertise with a client-first approach to create tailored solutions for every situation.

Why join us

• Hybrid Work Schedule: Enjoy the flexibility of a hybrid work environment, balancing in-office collaboration with remote work.
• Partnership Track: We offer a clear and attainable path to partnership, providing opportunities for growth and career advancement.
• Collaborative Team: Work alongside a team of highly skilled attorneys, learning and growing in a supportive, collegial environment.
• Professional Development: We encourage continuous learning and development, ensuring you have the resources and opportunities to expand your expertise.
• High-Quality Clientele: Work with high-net-worth individuals, multi-generational families, and business owners, addressing complex estate planning needs.

Job Details

Trusts & Estates Associate Attorney

Responsibilities

• Independently manage estate planning matters for high-net-worth individuals, multi-generational families, and business owners.
• Draft sophisticated estate planning documents, including wills, trusts, and related documents, tailored to achieve clients’ tax and non-tax goals.
• Collaborate with a team of skilled attorneys to design and implement sophisticated planning strategies.
• Handle estate administration and probate matters, ensuring compliance with relevant laws and regulations.
• Communicate regularly with clients and their advisors to provide high-level service and guidance.
• Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Qualifications

• Minimum of 4 years of experience in estate planning and estate administration.
• LL.M. in Taxation preferred.
• Strong interpersonal skills and ability to work collaboratively with clients and team members.
• Excellent written and verbal communication skills.
• Ability to manage a caseload independently while meeting deadlines and maintaining client satisfaction.
• Admission to the Massachusetts Bar is required.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.