Estate Planning Associate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Associate Attorney in Sudbury, MA. This role involves working closely with clients to understand their family dynamics, assets, and concerns, and designing estate plans that protect their interests. The position requires a professional who is comfortable with both legal concepts and client interaction, contributing to the firm's impact on the community.

Duties

• Lead initial client consultations to understand family goals and concerns.
• Provide clear, practical guidance on complex legal concepts.
• Serve as a trusted advisor throughout the planning process.
• Build strong relationships with clients and referral partners.
• Design estate plans, including drafting wills, trusts, and related documents.
• Review completed plans with clients for clarity and understanding.
• Collaborate with paralegals and administrative staff on document preparation.
• Manage matters from consultation through signing and completion.
• Oversee signing ceremonies to ensure proper execution of documents.
• Maintain organized client records and communication.
• Participate in team meetings and community outreach efforts.
• Stay current on estate planning law through research and education.
• Provide updates to the managing attorney on case status.
• Contribute ideas to improve estate planning processes.

Requirements

• Juris Doctor (JD) from an accredited law school.
• Active admission to the state bar.
• 2-5 years of experience strongly preferred.
• Familiarity with wills, trusts, and probate concepts.
• Strong written and verbal communication skills.

Education

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

Certifications

• Active admission to the state bar.

Skills

• Ability to build rapport and enjoy working with people.
• Strong listening and questioning skills.
• Clear explanation of complex legal strategies.
• Comfortable and confident client interaction.
• Thrives in a small, fast-paced, collaborative environment.
• Professional, relatable, and client-focused demeanor.

Company info

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