Entry-Level Estate Planning Attorney

Job Title: Entry-Level Estate Planning Attorney

Job Location: Duxbury, MA

Job Overview

A leading law firm in estate planning, probate, and trust administration seeks a dedicated Entry-Level Estate Planning Attorney to support clients with compassionate and client-focused legal services. This role will involve designing estate plans, collaborating with a supportive team, and actively engaging in community-based initiatives.

Duties

• Client Consultations: Conduct initial consultations with clients, setting clear expectations and guiding them through the estate planning process.
• Estate Plan Design & Drafting: Create customized estate plans, including wills, trusts, healthcare proxies, and guardianship designations, using industry-standard software.
• Client Communication: Maintain ongoing communication with clients, addressing questions, providing updates, and ensuring a seamless, supportive experience.
• Utilization of Technology: Use virtual meeting platforms, client management software, and digital tools for efficient client interaction and record management.
• Collaboration with Staff: Coordinate with support staff to ensure smooth workflows, accurate documentation, and high client satisfaction.
• Probate & Trust Administration: Assist with probate and trust cases, managing timelines, working with real estate agents, and explaining legal processes to clients.
• Problem Solving & Initiative: Approach challenges proactively, using creativity and resilience to meet client needs and improve processes.

Requirements

• Experience: 1-2 years in legal roles, ideally within estate planning or probate; familiarity with Massachusetts probate and estate tax laws is a plus.
• Tech Proficiency: Familiarity with WealthCounsel or similar drafting software, Zoho CRM, Zoom, Google Calendar, and Microsoft Office.
• Client-Focused: Strong interpersonal skills, with the ability to address emotional and complex issues empathetically.
• Growth-Oriented: A proactive attitude toward professional development and a willingness to learn.
• Organizational Skills: Strong time management, prioritization, and attention to detail.
• Communication Skills: Ability to articulate complex legal concepts clearly to clients and team members.
• Availability: Able to present at community workshops and webinars three evenings per month.

Education

• Juris Doctor (JD): Required.

Certifications

• Bar Admission: Licensed to practice law in Massachusetts, with consideration for candidates intending to sit for the Bar exam shortly.

Skills

• Legal Drafting: Proficiency in estate planning document preparation.
• Client Management: Ability to build rapport and maintain positive relationships with clients.
• Tech Savvy: Comfort with digital tools to manage client interactions and document workflows.

Job Location

• Duxbury, MA

Benefits

• Health Insurance: Comprehensive coverage.
• 401(k) Plan: With company matching contributions.
• Paid Time Off: Including vacation and personal days.
• Professional Development: Access to ongoing training, Continuing Legal Education (CLE) support, and mentorship from experienced attorneys.
• Collaborative Environment: Work within a supportive, innovative team focused on growth and client success.