Estate Planning Attorney

The Parents Estate Planning Law Firm, PC; Massachusetts; On-site; USD 125,000 - 140,000; Full time

Job summary

An established industry player is seeking an experienced Estate Planning Attorney to join their growing firm. In this impactful role, you will guide families in creating essential estate plans, ensuring the protection of their loved ones. You will engage directly with clients, conduct workshops, and collaborate with a dedicated team to deliver exceptional legal services. This firm values a supportive work environment that fosters professional growth while maintaining a healthy work-life balance. If you are passionate about making a difference in the lives of families and have a strong background in estate planning, this opportunity is perfect for you.

Benefits

Generous health benefits

Dental benefits

Vision benefits

Retirement plan with company matching

Ample paid time off

Professional growth opportunities

Work/life balance

Qualifications

• 3-6 years of estate planning experience with comprehensive trust-based plans.
• Admitted to practice in Massachusetts, strong communication skills.

Responsibilities

• Meet with clients to provide a positive and confidential experience.
• Design and draft comprehensive estate planning documents.

Skills

Exceptional communication skills

Problem-solving skills

Estate planning experience

Asset protection planning

Trust and estate administration

Education

Juris Doctor degree

Tools

Microsoft Office

Estate planning software (Adapt, Wealth Docx)

Job description

Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them in creating the right plan that ensures a bright future for their families, even in a potentially dark time? Are you ready to utilize your estate planning knowledge and experience to help prospective new clients understand why estate planning is so important and how easy it can be for them to take that next step?

If this describes you, keep on reading ….

We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.

If you are looking to join a growing firm where you participate in all phases of planning – from initial client consults to plan design and drafting to signing meetings to educating the community during live events and webinars, we would love to talk with you.

The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.

To be a successful candidate for this position, you will have 3-6 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.

If this sounds like you, we want to meet you!

Responsibilities

• You will meet with clients and prospective new clients and provide a positive and confidential experience.
  
  
• You will research and analyze complex legal issues relating to estate planning and trust and estate administration.
  
  
• You will design and draft comprehensive estate planning and trust documents, including revocable and irrevocable trusts.
  
  
• You will help parents develop comprehensive guardianship plans for their minor children.
  
  
• You will present educational workshops and webinars to the community, which could involve after-hour events.
  
  
• You will meet and network with other professionals to develop cross-referral opportunities.
  
  
• You will supervise and delegate work to Paralegals and Legal Assistants to accomplish tasks in a timely manner.
  
  
• You will work directly with the Firm owner and the legal team to develop and modify processes and procedures that ensure a smooth workflow.

Qualifications

• You have the exceptional communication and problem-solving skills needed to work directly with our clients and with all levels of our staff.
  
  
• You have 3 – 6 years of estate planning experience.
  
  
• You have a Juris Doctor degree from an accredited law school.
  
  
• You are admitted to practice in Massachusetts.
  
  
• If you are also admitted to practice in New Hampshire, that is a strong plus.
  
  
• You have experience designing and drafting comprehensive estate plans, including revocable and irrevocable trusts.
  
  
• You have experience with asset protection planning.
  
  
• If you have experience with trust and estate administration, that is a strong plus.
  
  
• You are adept at working in Windows and Microsoft Office environments.
  
  
• If you have experience drafting estate plans on a software-based platform (especially Adapt or Wealth Docx), that is a strong plus.
  
  
• You take personal responsibility for all areas of your life.

Compensation

$125,000 – $140,000 per year, based on your level of experience and expertise. This position is bonus eligible. The Firm offers generous health, dental, and vision benefits, a retirement plan with company matching, ample paid time off, and a work environment that allows you to grow professionally while maintaining a meaningful work/life balance.

To Apply:

Please send an email with “[Insert Your Name] is Your Next Attorney” in the subject line and attach the following documents in PDF format only to:[e-mail].

• A cover letter containing the following:
  • Why you are applying for this position;
  • What you are looking for in your next position;
  • What you bring to the table; and,
  • Your salary requirements.
    
    
• Your resume
  
  
• Your references

About The Parents Estate Planning Law Firm, PC

The Parents Estate Planning Law Firm, PC is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients with genuine peace of mind.