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Estate Planning and Elder Law Attorney
2 months ago
- 401(k) matching
- Bonus based on performance
- Paid time off
Monteforte Law, P.C. is looking for a Sales-Savvy Estate Planning Attorney
Are you an estate planning attorney with a flair for talking to clients and closing deals? Or maybe a solo practitioner who's tired of the grunt work that comes with running a practice? We're looking for someone like you to join our growing team in Woburn, MA. We're not just any law firm - we're the best one you'll ever work for. At Monteforte Law, P.C., we put our team first. We're committed to creating a workplace where employees thrive and live their best lives.
MAKE SURE YOU READ ALL THE WAY TO THE END OF THIS POST FOR SPECIAL INSTRUCTIONS ON HOW TO APPLY
About Us:
We specialize in developing estate plans for mid to high-earning individuals, families, and business owners. Our practice areas include wills, trusts, asset protection, wealth preservation, probate, MassHealth Medicaid applications, guardianship, and conservatorship. We're here to help people through a process that can be complex and stressful, and we're passionate about making it as easy as possible.
What Sets Us Apart:
- Our workweek is Monday-Thursday, 8 am to 5 pm, and Friday 8 am to 4 pm. We don't do nights or weekends. Ever.
- We have unlimited paid time off.
- At Monteforte Law, family comes first. We believe that time spent with loved ones and the opportunity to recharge leads to happier and more productive employees.
- No endless phone calls or emails - all client meetings and calls are by appointment only
- We work hard but we make time for fun too.
- We value your personal growth and offer ample opportunities for professional development.
- A go-getter with a passion for sales and the ability to "close the deal".
- A minimum of 5 years of experience as an estate planning attorney.
- Estate Planning and/or Elder Law experience is REQUIRED.
- Confidence, compassion, and the drive to help people.
- Lead the sales process in the initial client meeting.
- Propose and design tailored estate plans for clients.
- Cultivate and nurture client relationships, referral partner relationships, and financial advisors and insurance/annuity brokers.
- Contribute to our marketing efforts, including creating posts for social media platforms, writing articles, blogs, and case studies.
- Salary with bonus structure and commissions. The more you sell, the more you earn.
- Training in drafting complex estate planning documents, MassHealth Medicaid applications, elder law practices, and legal marketing processes.
- A chance to be part of our A-Team as we continue to grow.
Meet with prospective clients for first consultations and gather all necessary information to make planning recommendations;
Meet with current plan with existing clients and review possible changes or upgrades to estate plan;
Engage clients to move forward with preparation of estate planning documents;
Complete Client Intake Form and submit to Word Processing;
Schedule document signing meetings (EPEX) within 4-6 weeks from date of engagement;
Schedule interim meetings (if necessary);
Review draft of estate plan to ensure that plan meets clients needs and wishes, along with any recommendations made to client;
Conduct some document signing appointments with client, including notarization of all documents, explaining the plan and how it was designed and answer any questions or address any concerns that they may have;
Assess any opportunities to refer client to affiliated financial advisor and, if client is agreeable, walk client down to affiliated financial advising firm and set up free initial meeting with a financial advisor;
Respond to any client phone calls (scheduled only) or e-mails;
Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file;
Meet every other week with the Lead Attorney to discuss complicated client matters and get any technical questions answered;
Meet weekly for attorney sales meeting;
All other projects as assigned.
Required Skills:
Telephone/Meeting Etiquette, Oral Communication Skills, Written Communication Skills, Supervisory Skills, Legal Terminology, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, Computer Literacy, Type 45 WPM
Education and Training:
Licensed attorney by State Bar; experience in Trust, Wills & Probate preferred; knowledge of income, gift and estate tax laws; Notary Public; 5 years minimum experience in the area of Estate Planning to start; Additional on-going courses and continuing education programs in the area of Estate Planning will be made available.
Join Us:
We're serious about finding the right fit. Our hiring process will include at least 3 interviews as we seek a candidate who aligns with our business goals, core values, and culture.
Our dedication to Estate Planning and Elder Law makes us the best in the business. We have a strong reputation backed by over 100 five-star reviews. Learn more about us at www.MonteforteLaw.com and on YouTube. At Monteforte Law, we give our employees all the tools they need to succeed, both personally and professionally.
How to Apply:
Interested candidates, please submit your resume, and include a customized cover letter detailing why you're the perfect fit for our firm. Also, let us know your favorite movie and why. Note: If you do not submit a cover letter, your application will not be reviewed.
Monteforte Law, P.C. is where you can grow and thrive. We look forward to hearing from you
