Senior Trust & Estate Attorney – Boston/Provincetown

David Marshall Datz, P.C.; Boston (MA); On-site; USD 140,000 - 240,000; Full time

Job summary

David Marshall Datz, P.C. seeks a Trust & Estate Attorney with 5+ years of experience to join our Boston and Provincetown offices. You will counsel families on estate planning, trust administration, and wealth transfer, collaborating with wealth management advisors to align legal and financial planning.

You will lead the practice, develop client relationships, and work with WealthCounsel to enhance workflows, drafting tailored documents and guiding clients through execution.

Qualifications

• J.D. degree and MA bar in good standing.
• 5+ years estate planning experience with high net worth clients.
• Hands-on WealthCounsel experience.
• Experience with tax planning and business succession.
• Knowledge of Massachusetts real estate conveyancing.
• Strong drafting skills and attention to detail.
• Experience collaborating with wealth management professionals.
• Proficiency in MS Office and Google Workspace.

Responsibilities

• Develop and formalize the practice's goals and processes, then lead the practice in carrying them out.
• Set financial goals for the practice and develop a maintenance plan for existing client plans.
• Maintain and update matter processes in the firm's systems, including billing and marketing.
• Cultivate existing estate planning clients, develop new ones, and convert real estate clients into estate planning clients.
• Work with WealthCounsel, Inc., to cultivate and enhance the practice.
• Conduct initial consultations to assess each client's needs, family circumstances, and goals.
• Review client questionnaires and financial documents.
• Draft tailored estate plans, including trusts, wills, powers of attorney, health care proxies, and related documents, using WealthCounsel drafting tools.
• Present documents to clients and guide them through review and execution.
• Advise on asset protection, tax planning, business succession, charitable giving, and transfer of property, including real estate held in trust.
• Review existing plans and recommend updates after life events or changes in the law.
• Manage your caseload and work with clients, accountants, and financial advisors as a coordinated team.
• Meet with current and prospective clients, be available for consultations, and attend client seminars and meetings.
• Develop referral relationships with financial advisors, accountants, and other professionals.
• Respond to client emails and voicemails promptly and keep files accurate and up to date.
• Own each file from initial engagement through signing and any recording of documents at a Registry of Deeds, as set out in the engagement letter.
• Perform other duties as assigned and adhere to the firm Handbook.

Skills

Estate planning

Trust administration

Tax planning

Business succession

Drafting

Client relations

Education

J.D. degree

Massachusetts Bar license

LL.M. in Taxation or Estate Planning

Tools

WealthCounsel software

Job description

David Marshall Datz, P.C. seeks a Trust & Estate Attorney with 5+ years of experience to join our Boston and Provincetown offices. You will counsel families on estate planning, trust administration, and wealth transfer, collaborating with wealth management advisors to align legal and financial planning.

You will lead the practice, develop client relationships, and work with WealthCounsel to enhance workflows, drafting tailored documents and guiding clients through execution.