Estate Planning Associate Attorney

Job Title: Estate Planning Associate Attorney

Job Overview: A prestigious law firm located in Duxbury, MA is currently seeking an Estate Planning Associate Attorney to join its team. The role is focused on estate planning, probate/estate administration, and elder law. This opportunity provides a unique chance to work closely with clients, helping them achieve personal and financial objectives through strategic planning. The successful candidate will gain hands-on experience and have a meaningful impact on the firm’s growing practice.

Duties:

• Draft and prepare estate planning documents, including Wills, Power of Attorney (POA), Health Care Proxy (HCP), and Revocable/Irrevocable Trusts
• Conduct meetings with clients to provide legal counsel and ensure their needs are met
• Advise and assist clients with moderate to high-net-worth estates on estate planning and tax-related matters
• Perform legal and tax research to support client cases
• Maintain effective communication with clients, ensuring their cases are handled efficiently and timely
• Collaborate with senior attorneys, paralegals, and staff to meet client expectations
• Manage multiple cases simultaneously, overseeing progress and following up on unresolved items
• Regularly review open client files to ensure issues are resolved and cases progress toward completion
• Record billable time and assist in the preparation of client invoices
• Uphold a professional demeanor and build trust with clients

Requirements:

• 4-7 years of experience in estate planning, estate administration, and elder law
• Strong preference for candidates with an LL.M. or those with experience or interest in tax matters
• Knowledge of Wealth Counsel software is a plus
• Familiarity with Medicaid applications and processes
• Strong communication skills, both written and verbal
• High attention to detail and the ability to conduct thorough research
• Corporate law experience is considered an advantage

Education:

• Juris Doctor (J.D.) degree from an accredited law school
• LL.M. in taxation is preferred, though not required

Certifications:

• Active membership in the Massachusetts State Bar is required

Skills:

• Excellent research and analytical capabilities
• Ability to communicate complex legal concepts clearly and effectively to clients
• Strong organizational and multitasking skills to manage multiple ongoing cases
• Proficiency in legal software, including Wealth Counsel
• Ability to work collaboratively in a team-oriented environment

Job Location:

• Duxbury, MA