Estate Planning Associate Attorney

BCG Attorney Search; Boston (MA); On-site; USD 180,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with employer match

Profit sharing

Equity potential

Malpractice insurance

Employee Assistance Program

Paid holidays

Job summary

BCG Attorney Search in Boston, MA seeks a Senior Associate Attorney specializing in Estate Planning to build a practice, grow client relationships, and potentially advance toward ownership in a full-time, in-office role.

The ideal candidate has a Juris Doctor degree, active MA State Bar license, and at least 8 years of estate planning experience, with strong written and verbal communication and comfort advising diverse family structures.

Qualifications

• JD required and MA Bar in good standing.
• 8 years of estate planning experience.
• Strong written and verbal communication skills.
• Comfort advising clients with diverse family structures.
• Experience drafting estate planning documents and managing client matters independently.

Responsibilities

• Manage a caseload of estate planning, probate, and trust administration matters from intake through completion.
• Draft, review, and advise clients on estate planning documents such as wills and trusts.
• Handle probate administration, including court filings and distributions.
• Advise trustees and personal representatives on estate and trust administration.
• Manage related real estate and business transactional matters.
• Meet directly with clients and conduct signings.
• Provide informed counsel to clients with diverse family structures.
• Maintain organized and documented matters within a paperless, cloud-based practice.

Skills

Estate planning experience

Client relations

Communication skills

Cloud-based practice

Small-firm experience

Education

Juris Doctor (JD)

Job description

"This firm's practice encompasses four major areas: business and finance; estate, financial, and tax planning; litigation and employment; and real estate and environmental. The Boston office is a more recent addition to this regional firm. Part of the firm's marketing strategy is to service clients at offices with a lower cost struture. The firm has an energetic and creative marketing director who is committed to helping lawyers reach their business development potential. The \"jerk\" factor is low in this partership."

About the Role

Job Overview

A law firm seeks a Senior Associate Attorney specializing in Estate Planning in Boston, MA. This full-time, in-office role offers a unique opportunity to build a practice, develop client relationships, and potentially grow into ownership over time.

Responsibilities

• Manage a caseload of estate planning, probate, and trust administration matters from intake through completion.
• Draft, review, and advise clients on estate planning documents such as wills and trusts.
• Handle probate administration, including court filings and distributions.
• Advise trustees and personal representatives on estate and trust administration.
• Manage related real estate and business transactional matters.
• Meet directly with clients and conduct signings.
• Provide informed counsel to clients with diverse family structures.
• Maintain organized and documented matters within a paperless, cloud-based practice.

Qualifications

• Juris Doctor (JD) degree.

Required Skills

• 8 years of legal practice experience.
• Experience drafting estate planning documents and managing client matters independently.
• Small-firm experience is a plus.
• Active MA State Bar license in good standing.
• Strong written and verbal communication skills.
• Comfort working with diverse family structures.
• Proficiency in a paperless, cloud-based practice.

Preferred Skills

• Small-firm experience is a plus.

Pay range and compensation package

• Pay scale: $180000- $210000
• Performance-based bonuses with no cap.
• Profit sharing.
• Path to earned equity.
• Medical, dental, and vision insurance with full premium coverage.
• 401(k) with employer match.
• Malpractice insurance paid in full.
• Employee Assistance Program.
• 12 paid holidays, plus PTO and sick leave exceeding state minimums.

Equal Opportunity Statement

BCG Attorney Search and the hiring law firm are committed to providing equal employment opportunities to all qualified individuals. All employment decisions are made without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected status, and they strive to foster an inclusive and diverse workplace where all employees feel respected and valued.