Trusts and Estates Attorney

Profile

Job Overview

A law firm seeks an experienced Trusts and Estates Attorney in Acton, MA. The ideal candidate will have a passion for estate planning and a commitment to helping families secure their futures. This role involves working closely with clients to develop customized estate plans and providing guidance on related matters.

Duties

• Meet with clients to strategize and create tailored estate plans and trust documents.
• Help parents develop comprehensive guardianship plans for minor children.
• Draft, review, and finalize wills, trusts, and incapacity documents.
• Assist in the administration of trusts.
• Present educational workshops and webinars to the community.
• Attend local networking events.
• Oversee signing meetings.
• Supervise and delegate work to Paralegals.
• Collaborate with the legal team to develop and modify processes.

Requirements

• Juris Doctor (JD) degree from an accredited law school.
• Minimum of 2+ years of experience in estate planning.
• Admitted to practice law in Massachusetts; New Hampshire is a plus.
• Experience designing and drafting comprehensive estate plans.
• Experience with asset protection planning.
• Experience with trust and estate administration is a plus.
• Strong knowledge of Windows and Microsoft Office; HubSpot is a plus.
• Experience with software-based estate planning platforms is a plus.
• Ability to work independently in a fast-paced team environment.
• Compassionate and client-focused with strong communication skills.

Education

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

Certifications

• Admitted to practice law in Massachusetts.

Skills

• Experience in estate planning and asset protection.
• Strong communication and client service skills.
• Proficiency in Windows and Microsoft Office.
• Ability to work collaboratively and independently.

Benefits

• Solid work-life balance.

Company info

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