Estate Planning Associate Attorney

Profile

A law firm with a four-decade track record of success is seeking a full-time Estate Planning Associate Attorney to join its Boston-based private client services group. The ideal candidate will bring 2–5 years of hands-on experience in estate planning and estate/trust administration, a passion for helping individuals and families protect generational wealth, and a drive to grow within a collegial, well-established legal environment. The role offers strong mentorship, clear partnership potential, and a bonus structure tied to performance and business development.

Key Responsibilities:

• Lead client consultations to uncover goals around wealth preservation, family legacy, and healthcare preferences

• Develop tailored estate strategies in collaboration with senior legal advisors

• Draft, review, and finalize sophisticated planning documents, including revocable and irrevocable trusts, wills, healthcare proxies, and durable powers of attorney

• Advise clients on estate, gift, and generation-skipping transfer tax considerations

• Guide fiduciaries and beneficiaries through probate and trust administration processes

• Interpret changes in relevant federal and state regulations to ensure client compliance and optimal planning

• Offer guidance on lifetime giving, charitable structures, and asset protection strategies

• Maintain strong communication with clients to ensure trust and transparency throughout the legal process

Required Qualifications:

• Juris Doctor (JD) from an accredited U.S. law school

• Active license to practice law in Massachusetts

• A minimum of 2 years (and up to 5 years) of relevant legal experience in estate planning and probate

• Demonstrated proficiency with trusts, wills, and related legal frameworks

• Solid understanding of estate and gift tax laws at both the state and federal levels

• Ability to manage projects independently while collaborating effectively with team members

Preferred Skills & Attributes:

• Previous experience with administering estates and managing trust accounts

• Highly organized, capable of handling multiple matters simultaneously under a deadline

• Strong interpersonal skills and a client-centric approach

• Clear and persuasive written and verbal communication

• Thoughtful problem-solving mindset with attention to legal nuance

• Familiarity with tax planning structures and charitable instruments is advantageous

Education & Certification:

• Juris Doctor (JD) degree required

• Admission to the Massachusetts Bar in good standing

Compensation & Benefits:

• Competitive base salary aligned with the Boston legal market, dependent on experience

• Performance-based bonus structure, including origination incentives

• Comprehensive health insurance coverage

• Employer-supported retirement savings plan

• Opportunities for continued legal education and professional development

• Supportive team environment with a strong mentoring culture

• Defined track to partnership for high-performing attorneys

Work Environment & Culture:

• Fast-paced yet collegial atmosphere where attorneys are valued for their expertise and integrity

• Emphasis on autonomy, accountability, and collaborative teamwork

• A mission-driven group of professionals focused on helping clients preserve wealth and achieve peace of mind

This opportunity is ideal for attorneys looking to take the next step in their estate planning career with a stable firm offering meaningful work, client interaction, and long-term growth. Interested candidates are encouraged to apply directly through our legal recruiting team.

Company info

BCG Attorney Search
225 Franklin Street, 26th floor
Boston
Massachusetts
United States 02110
Phone : (857) 277-7381
Fax : (213) 895-7306