Trust and Estate Planning Associate Attorney

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.

The candidate must have an in-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish. Experience with Clio legal software is a plus. Notary Public is also a plus. The firm offers health and dental benefits with a simple IRA matching.