Trusts and Estates Attorney Position

4 days ago


Duxbury, Massachusetts, United States Law Mom Full time
About the Role

We are seeking a highly experienced attorney to join our team as a Senior Associate Attorney. This is an excellent opportunity for a skilled professional to take on a high-level role in estate planning and trusts, working with high-net-worth clients and their families.

Key Responsibilities
  1. Provide expert legal counsel to high-net-worth individuals and families on trusts, wills, probate, and related matters.
  2. Lead and manage complex estate planning, probate, and administration cases, utilizing expertise in estate planning, trusts, probate law, and taxation related to estate matters.
  3. Draft and review estate planning documents with precision and care using Wealth Counsel software.
  4. Collaborate with the legal team to provide the best outcomes for clients, addressing sophisticated trust and estate issues.
  5. Mentor junior attorneys and legal staff, providing guidance and training as needed.
  6. Engage with clients directly to understand their needs, build lasting relationships, and maintain a high level of trust and confidentiality.
  7. Execute and handle client-facing design meetings.
  8. Answer client questions with ease and knowledge.
  9. Manage and oversee paralegals.
  10. Ensure legal staff is supported in meeting KPI requirements.
  11. Host webinars and workshops within the community, as required.
Requirements
  1. A Juris Doctor (JD) degree and admission to the Massachusetts Bar and NH Bar is a plus.
  2. A minimum of 5+ years of sophisticated experience in trusts and estates law.
  3. Elder Law experience preferred.
  4. Expertise in estate planning, trusts, probate law, and taxation related to estate matters.
  5. Proficiency with Wealth Counsel is a must.
  6. A tech-savvy mindset and the ability to learn and use legal technology effectively.
  7. Strong interpersonal skills with the ability to communicate complex legal concepts in a clear and approachable manner.
  8. A desire to mentor, lead, and work collaboratively within a team environment.
  9. Exceptional organizational and multitasking skills with the ability to manage multiple cases simultaneously.
  10. Excellent bedside manner.
  11. Excellent knowledge of income, gift, estate, and generation-skipping tax matters.
  12. Plus, if you know tax return preparation.
  13. LLM in taxation is preferred.
About Us

Law Mom is a respected law firm specializing in trusts and estates, with a long-standing history of providing exceptional legal services in the Duxbury area. We pride ourselves on a client-first approach, offering personalized and comprehensive estate planning solutions to individuals, families, and businesses. Our team is committed to excellence, and we foster a supportive and dynamic work environment.

What We Offer
  1. Competitive salary with the potential to earn up to $200,000 (base and bonus pay).
  2. Health insurance.
  3. Retirement plan options with firm contributions.
  4. Paid time off and generous holiday schedule.
  5. Professional development and mentorship opportunities.
  6. A collaborative and collegial work environment in a beautiful office setting.


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