Estate Planning Associate Attorney

BCG Attorney Search; Wellesley (MA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health and dental benefits

401K matching

Job summary

BCG Attorney Search is hiring an estate planning attorney in Wellesley, MA. The role requires 2-4 years of experience and offers the chance to work directly with clients while managing complex legal matters in a team-oriented environment.

Key responsibilities include drafting estate planning documents, preparing estate tax returns, and collaborating with client advisors. Desired qualifications include a Juris Doctor degree, Bar admission in Massachusetts, and strong skills in client management and communication.

Qualifications

• Licensed to practice in Massachusetts.
• In-depth understanding of estate planning and trust and estate administration.
• Highly organized and able to manage multiple tasks.

Responsibilities

• Meet and work directly with clients.
• Draft a variety of estate planning documents.
• Research legal and tax-related issues.
• Prepare and file estate tax returns.
• Collaborate with client advisors.
• Assist in the management of trusts.

Skills

Proficiency in drafting estate planning documents

Strong research and analytical skills

Excellent communication and client management abilities

Education

Juris Doctor (JD) degree

Job description

Job Overview

A law firm seeks an estate planning attorney with 2-4 years of experience to join its trusts and estates practice group in Wellesley, MA. This position offers the opportunity to work directly with clients, manage sophisticated matters, and grow within a dynamic team.

Duties

• Meet and work directly with clients.
• Draft a variety of estate planning documents.
• Research legal and tax-related issues associated with estate planning strategies.
• Prepare and file estate tax returns.
• Collaborate with client advisors such as financial planners, accountants, and other attorneys.
• Assist in the management and administration of trusts.

Requirements

• Licensed to practice in Massachusetts.
• In-depth understanding of estate planning and trust and estate administration.
• Highly organized, adaptable, and able to handle multiple tasks and cases simultaneously.
• Able to work independently with minimal supervision.
• Strong work ethic and excellent practice management and interpersonal skills.

Education

• Juris Doctor (JD) degree.

Certifications

• Bar admission in Massachusetts.

Skills

• Proficiency in drafting estate planning documents.
• Strong research and analytical skills.
• Excellent communication and client management abilities.

Benefits

• Health and dental benefits.
• 401K matching.