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This position can be part-time or full-time with a hybrid or fully remote work schedule. Offices in Worcester, Framingham and Boston.
Core Responsibilities
• Prepare estate planning documents, including wills, trusts, powers of attorney, beneficiary designations, and letters of intent
• Draft client communications regarding estate plans, including explanatory letters and implementation instructions
• Maintain knowledge of Massachusetts trust, probate law and relevant tax laws
Competencies
• Proficiency with Microsoft Office software
• Proficiency with client records management software such as NetDocuments
• Proficiency with document production software such as Contract Express
• Exemplary written and verbal communication skills
• Excellent organizational skills
• Ability to operate successfully in an environment that emphasizes individual accountability and teamwork depending on the situation
• Ability to achieve effective results in a fast-paced environment and meet billable hours requirement
Credentials – Education and Experience
• Five or more years of experience as an estate planning attorney
• J.D.
• Active bar membership in good standing with the Commonwealth of Massachusetts
• LL.M. in taxation and admission to other bars are pluses
