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Trust and Estate Planning Associate Attorney
Company name
BCG Attorney Search
Experience
4-20 yrs required
Location
Medfield, MA, United States
Industry
Legal
Posted on
Apr 23, 2024
Valid Through
May 23, 2024
Profile
Medfield office of our client seeks a trust and estate planning associate attorney with 5+ years of trust and estate planning experience. The candidate will meet with clients in the TrustSupport program to review, refresh and refine estate planning documents as needed. Prepare a variety of estate planning documents using WealthDocx, an online 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. Must be licensed to practice in Massachusetts.
Company info
BCG Attorney Search
225 Franklin Street, 26th floor
Boston
Massachusetts
United States 02110
Phone : (857) 277-7381
Fax : (213) 895-7306
Location : Medfield, MA
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