- Salary
- $150k – $200k/yr
- Location
- Duxbury, Massachusetts
- Workplace
- Onsite
- Type
- Full-time
- Department
- Legal
- Seniority
- Entry
- Source
- BetterTeam
Description
What You'll Be Doing:
- Provide legal counsel to high-net-worth individuals and families on trusts, wills, probate, and related matters.
- Lead and manage complex estate planning, probate, and administration cases.
- Draft and review estate planning documents with precision and care using Wealth Counsel software.
- Jump in on sophisticated trust and estate issues and collaborate with our legal team to provide the best outcomes for our clients.
- Mentor junior attorneys and legal staff, providing guidance and training as needed.
- Engage with clients directly to understand their needs, build lasting relationships, and maintain a high level of trust and confidentiality.
- Execute and handle client-facing design meetings.
- Answer client questions with ease and knowledge.
- Answer legal team questions with ease and knowledge.
- Manage and oversee paralegals.
- Ensure legal staff is supported in meeting KPI requirements.
- Host webinars and workshops within the community (min. 2 nights a month required).
- Trust Administration experience preferred.
- Probate experience preferred.
- A Juris Doctor (JD) degree and admission to the Massachusetts Bar and NH Bar is a plus!
- A minimum of 5+ years of sophisticated experience in trusts and estates law.
- Elder Law experience preferred.
- Expertise in estate planning, trusts, probate law, and taxation related to estate matters.
- Proficiency with Wealth Counsel is a must.
- A tech-savvy mindset and the ability to learn and use legal technology effectively.
- Strong interpersonal skills with the ability to communicate complex legal concepts in a clear and approachable manner.
- A desire to mentor, lead, and work collaboratively within a team environment.
- Exceptional organizational and multitasking skills with the ability to manage multiple cases simultaneously.
- Excellent bedside manner.
- Excellent knowledge of income, gift, estate, and generation-skipping tax matters.
- Plus, if you know tax return preparation.
- LLM in taxation is preferred.
- Competitive salary with the potential to earn up to $200,000 (base and bonus pay).
- Health insurance.
- Retirement plan options with firm contributions.
- Paid time off and generous holiday schedule.
- Professional development and mentorship opportunities.
- A collaborative and collegial work environment in a beautiful office setting.