Senior Estate Planning Attorney

Orion Placement; Sudbury (MA); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Dental insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Confidential Employer in Sudbury, MA is seeking a senior estate planning attorney to lead consultations and guide families toward personalized solutions. You will build enduring client relationships and independently manage estate planning matters from initial consultation to execution.

The ideal candidate has a JD, MA Bar admission, and 4+ years of estate planning experience, with strong knowledge of wills, trusts, and probate.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active Massachusetts Bar admission in good standing.
• 4+ years of directly relevant estate planning attorney experience.
• Strong knowledge of wills, trusts, estate planning documents, and probate matters.
• Experience conducting client consultations and managing client relationships.
• Excellent interpersonal, communication, and organizational skills.

Responsibilities

• Lead estate planning consultations and guide families toward personalized solutions.
• Build trusted, lasting relationships with clients throughout the planning process.
• Draft and review wills, trusts, powers of attorney, and healthcare directives.
• Manage estate planning matters independently from initial consultation through execution.
• Explain complex legal concepts clearly and help clients make informed decisions.
• Collaborate with paralegals and administrative staff to ensure exceptional client service.
• Participate in client events, educational seminars, and community outreach initiatives.
• Help improve firm processes while maintaining high standards of legal accuracy and service.

Skills

Estate planning

Client consultations

Wills & trusts

Education

Juris Doctor (JD)

Massachusetts Bar admission

Job description

Pay: $150,000.00 - $350,000.00 per year

Why This Is a Great Opportunity

• Take on a high-impact, senior-level role where your expertise and client relationships truly matter.
• Enjoy significant performance-based bonus potential and rewarding long-term earning opportunities.
• Join a welcoming, collaborative boutique firm that values personality, independence, and excellent legal work.
• Make a meaningful difference helping families protect their assets, loved ones, and legacies.
• Work directly with clients and take ownership of estate planning matters from consultation through completion.

Location: Sudbury, MA | On-site. Enjoy working in a close-knit, personable office where face-to-face collaboration and meaningful client relationships are central to our success.

Note: Must have 4+ years of estate planning attorney experience, active Massachusetts Bar admission, and strong client consultation skills. We welcome experienced attorneys from law firms, in-house positions, and solo practices who enjoy building genuine relationships with clients.

About Us

We are a boutique Massachusetts law firm dedicated to helping individuals and families navigate important life decisions through thoughtful estate planning, trusts, and probate services. Our team combines excellent legal work with a warm, approachable experience. We value collaboration, independence, good humor, and making clients feel genuinely cared for. Confidential Employer.

Job Description

• Lead estate planning consultations and guide families toward personalized solutions.
• Build trusted, lasting relationships with clients throughout the planning process.
• Draft and review wills, trusts, powers of attorney, and healthcare directives.
• Manage estate planning matters independently from initial consultation through document execution.
• Explain complex legal concepts clearly and help clients make informed decisions.
• Collaborate with paralegals and administrative staff to ensure exceptional client service.
• Participate in client events, educational seminars, and community outreach initiatives.
• Help improve firm processes while maintaining high standards of legal accuracy and service.

Qualifications

• Juris Doctor (JD) from an accredited law school.
• Active Massachusetts Bar admission in good standing.
• 4+ years of directly relevant estate planning attorney experience.
• Strong knowledge of wills, trusts, estate planning documents, and related probate matters.
• Experience conducting client consultations and managing client relationships.
• Excellent interpersonal, communication, and organizational skills.
• Ability to work independently while contributing positively to a small team.
• WealthCounsel experience is a plus.

Why You Will Love Working Here

• Base salary starting at $120,000, with bonus opportunities bringing potential total compensation to $150,000 to $350,000 depending on experience and results.
• Help families make life-changing decisions with confidence and peace of mind.
• Be a trusted attorney who shapes both the client experience and the firm's continued success.
• Enjoy a supportive, personable workplace where professionalism and a sense of humor go hand in hand.

Benefits:

• Dental insurance
• Paid time off
• Retirement plan
• Vision insurance

JPC-2643