Estate Planning and Probate Associate Attorney for Beverly Office

Job Overview: A law firm seeks a detail-oriented and experienced Estate Planning and Probate Associate Attorney to join its growing practice in Beverly, MA. The successful candidate will work closely with clients to help them navigate estate planning, probate/estate administration, and elder law matters. This role offers the opportunity for meaningful client engagement and professional development within a supportive and collaborative environment.

Duties:

• Draft and prepare comprehensive estate planning documents, including wills, powers of attorney, healthcare proxies, and revocable/irrevocable trusts.
• Conduct client meetings, providing expert advice on estate planning strategies and guiding clients through the process.
• Advise clients with moderate to high-net-worth estates on legal and financial matters related to estate planning, tax issues, and elder law.
• Conduct legal and tax research to provide accurate, up-to-date counsel.
• Collaborate with senior attorneys, paralegals, and staff to manage cases efficiently and meet client expectations.
• Oversee multiple cases simultaneously, ensuring open client files are regularly reviewed and cases progress toward completion.
• Maintain timely and clear communication with clients, ensuring their needs are met promptly.
• Record billable time and prepare client invoices.
• Build trust and maintain professionalism when representing the firm in client interactions and external engagements.

Requirements:

• 4-7 years of experience in estate planning, probate/estate administration, and elder law.
• Experience with Medicaid applications and knowledge of Wealth Counsel (preferred).
• Strong legal research and analytical skills.
• Excellent written and verbal communication skills.
• High attention to detail and a commitment to precision in legal work.
• Ability to manage multiple cases effectively and work both independently and collaboratively.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• LL.M. in Taxation (preferred but not required).

Certifications:

• An active member of the Massachusetts State Bar.

Skills:

• Expertise in estate planning, probate, and elder law.
• Strong research and analytical capabilities.
• Effective client communication and relationship management.
• Proficiency in legal drafting tools and software.
• Organizational skills with the ability to handle multiple priorities and deadlines.

Benefits:

• Opportunity for professional growth and a supportive work environment.
• Flexible schedule with potential for a commission-based compensation structure.
• Collaborative and people-oriented office culture.

Location:

• Beverly, MA (primarily in-person with flexible scheduling options)

This is an excellent opportunity for an attorney looking to take the next step in their career and be part of a dynamic, growing team. If you are passionate about estate planning and probate law and enjoy working in a detail-oriented, client-centered practice, this position could be a perfect fit.