Estate Planning Specialist

3 weeks ago


Quincy, Massachusetts, United States Jobot Full time
About the Role

This is an exciting opportunity for an experienced Estate Planning Attorney to join our team at Jobot. As a valued member of our firm, you will have the chance to work with a small book of business and enjoy a family/work life balance.

Key Responsibilities
  • Draft and review estate planning documents, including wills, trusts, power of attorney, and healthcare directives.
  • Advise clients on estate planning strategies tailored to their individual goals and needs.
  • Assist clients with estate administration, including the probate process.
  • Provide guidance on business succession planning and wealth preservation strategies.
  • Handle complex cases involving business and individual estate plans.
Requirements
  • Juris Doctorate (JD) degree from an accredited law school.
  • Admitted to the bar in Massachusetts.
  • A book of business where you can maintain a busy schedule for 2-3 days a week.
  • Proven experience in drafting and reviewing estate planning documents.
  • Extensive knowledge of estate planning strategies, probate laws, and tax laws.
Why Choose Us

At Jobot, we value our employees' work-life balance and offer a unique opportunity to work without billable hour requirements. If you're looking for a challenging and rewarding role, we encourage you to apply.



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