Estate Planning Associate - Hybrid Schedule & Partnership Path

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

Job summary

Jobot in the Boston area seeks a Trusts & Estates Associate Attorney for a hybrid schedule. You will manage estate planning matters for high-net-worth clients, draft wills and trusts, and work with a skilled team to implement planning strategies.

Required: 4+ years in estate planning, MA Bar admission; preferred LL.M. in Taxation and excellent communication. Opportunity for partnership and professional growth.

Qualifications

• Minimum of 4 years of experience in estate planning and estate administration.
• LL.M. in Taxation preferred.
• Admission to the Massachusetts Bar is required.
• Strong interpersonal and client-service skills.
• Excellent written and verbal communication skills.

Responsibilities

• Independently manage estate planning matters for high-net-worth individuals and families.
• Draft wills, trusts, and related documents tailored to tax and non-tax goals.
• Collaborate with a team of 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 advisors to provide high-level service and guidance.
• Manage deadlines effectively and ensure timely delivery of services while maintaining quality.

Skills

Interpersonal skills

Written and verbal communication

Team collaboration

Client service

Ability to manage deadlines

Education

LL.M. in Taxation

Massachusetts Bar admission

Job description

Jobot in the Boston area seeks a Trusts & Estates Associate Attorney for a hybrid schedule. You will manage estate planning matters for high-net-worth clients, draft wills and trusts, and work with a skilled team to implement planning strategies.

Required: 4+ years in estate planning, MA Bar admission; preferred LL.M. in Taxation and excellent communication. Opportunity for partnership and professional growth.