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Trust And Estate Planning Associate Attorney
Company name
Borchers Trust Law Group P.C.
Experience
5 yrs required
Location
Medway, MA, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Oct 11, 2022
Profile
Trust and Estate Planning Associate Attorney
The candidate will meet and work with clients to provide a confidential and positive experience. Meet with clients in the Trust Support TM program to review, refresh and refine estate planning documents as needed. Prepare a variety of estate planning documents using WealthDocx, an on-line document drafting software. Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements. Research legal and tax related issues associated with cutting edge estate planning strategies. Network in the community and with other professionals. Supervise and delegate work to Paralegals. Collaborate with client advisors such as financial planners, accountants, and other attorneys. Assist in the administration of trusts at various stages. Should have 5+ years of trust and estate planning experience. Experience with Clio legal software is a plus. Should be licensed to practice in Massachusetts. Notary Public is a plus.
Company info
Borchers Trust Law Group P.C.
77 Main Street
Medway
Massachusetts
United States 02053
Website : http://www.borcherslaw.com
Location : Medfield, MA
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