Upload Your Resume   Employers / Post Jobs 

Trust and Estate Planning Associate Attorney

Full-time 7 views

Recruiter

Medway, MA, United States

Trust and Estate Planning Associate Attorney

Attorney

BCG Attorney Search

Company Review

4-20 yrs required

Full-time

No

Medway office of a BCG Attorney Search Top Ranked Law Firm seeks a trust and estate planning associate attorney with 5+ years of experience. The candidate will meet and work with clients to provide a confidential and positive experience. Will meet with clients in the TrustSupportTM program to review, refresh and refine estate planning documents as needed. Prepare a variety of estate planning documents using WealthDocx, an online document drafting software. Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements. Research legal and tax-related issues associated with cutting-edge estate planning strategies. Network in the community and with other professionals. Supervise and delegate work to Paralegals. Collaborate with client advisors such as financial planners, accountants, and other attorneys. Assist in the administration of trusts at various stages. Must be licensed to practice in Massachusetts. In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish essential. Experience with Clio legal software a plus.

Legal

Feb 16, 2023
Jan 17, 2023
Company info

BCG Attorney Search


Job Feedback

Recruiter

Attorney

4-20 yrs required

Full-time

Legal

Jan 17, 2023

Feb 16, 2023

Profile

Medway office of a BCG Attorney Search Top Ranked Law Firm seeks a trust and estate planning associate attorney with 5+ years of experience. The candidate will meet and work with clients to provide a confidential and positive experience. Will meet with clients in the TrustSupportTM program to review, refresh and refine estate planning documents as needed. Prepare a variety of estate planning documents using WealthDocx, an online document drafting software. Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements. Research legal and tax-related issues associated with cutting-edge estate planning strategies. Network in the community and with other professionals. Supervise and delegate work to Paralegals. Collaborate with client advisors such as financial planners, accountants, and other attorneys. Assist in the administration of trusts at various stages. Must be licensed to practice in Massachusetts. In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish essential. Experience with Clio legal software a plus.

Company info

BCG Attorney Search

Apply Now Apply Later

The #1 legal job board in the United States year after year after year!