Hybrid Estate Planning Associate — Partnership Track

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

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