Trusts Estates Attorney

The Parents Estate Planning Law Firm, PC; Acton (MA); On-site; USD 120,000 - 130,000; Full time

Job summary

A law firm specializing in estate planning in Acton, MA is seeking an experienced Estate Planning Attorney to join their team. The ideal candidate will have 3-5 years of experience in estate planning and a strong background in developing customized estate plans. You will work directly with clients and present educational workshops to help young families secure their future. This position offers an annual salary of $120,000 - $130,000.

Qualifications

• Minimum of 3-5 years of experience in estate planning.
• Admitted to practice law in Massachusetts.
• Experience in designing and drafting estate plans.

Responsibilities

• Develop comprehensive estate plans and trust documents.
• Help parents with guardianship plans for their minor children.
• Draft, review, and finalize estate planning documents.
• Present educational workshops and webinars.
• Network with other professionals for cross-referral opportunities.

Skills

Estate planning

Excellent communication

Problem-solving

Organizational skills

Education

Juris Doctor (JD)

Tools

Microsoft Office

HubSpot

Inter Active Legal

Wealth Docx

Job description

The Parents Estate Planning Law Firm in Acton, MA, is seeking an experienced Estate Planning Attorney with 3-5 years of experience to join our team. The ideal candidate will have a strong background in estate planning, excellent communication skills, and a passion for helping young families navigate the complexities of planning for their children’s futures. The attorney we hire will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients, developing customized estate plans and providing guidance on related matters. We present educational workshops within the community and would like someone who is interested in educating young families and empty nesters on the importance of planning before a crisis. Our entire team is dedicated to providing exceptional estate planning services. We have high standards and offer clients white glove service. We are compassionate and take a personalized approach to ensuring clients secure their future and protect their loved ones. To be a successful candidate for this position, you will have 3-5 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

• Work directly with clients to develop comprehensive estate plans and trust documents to meet the unique needs of families with young children.
• Help parents develop comprehensive guardianship plans for their minor children.
• Draft, review, and finalize estate planning documents.
• Present educational workshops and webinars to the community, which could involve after-hours events.
• Meet and network with financial advisors, accountants, and other professionals to develop cross-referral opportunities.
• Supervise and delegate work to Paralegals and Legal Assistants to accomplish tasks in a timely manner.
• Work directly with the Firm owner and the legal team to develop and modify processes and procedures that ensure a smooth workflow.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Minimum of 3-5 years of experience in estate planning.
• Admitted to practice law in Massachusetts, NH is a strong plus.
• Strong understanding of estate planning laws.
• Experience designing and drafting comprehensive estate plans, including revocable and irrevocable trusts.
• Experience with asset protection planning.
• Experience with trust and estate administration is a strong plus.
• Strong knowledge of Windows and Microsoft Office environments, HubSpot is a plus.
• Experience drafting estate plans on a software-based platform (especially Inter Active Legal or Wealth Docx) is a strong plus.
• Exceptional organizational skills, attention to detail, and problem-solving skills.
• Compassionate and client-focused with strong communication skills.

Compensation

$120,000 - $130,000 yearly