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Trust and Estate Planning Associate Attorney

Full-time 22 views

Recruiter

Medfield, MA, United States

Trust and Estate Planning Associate Attorney

Attorney

BCG Attorney Search

Company Review

4-20 yrs required

Full-time

No

Medfield office of our client seeks a trust and estate planning associate attorney with 5+ years of trust and estate planning experience. The candidate will meet with clients in the TrustSupport 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.

Legal

May 23, 2024
Apr 23, 2024

Job Feedback

Recruiter

Attorney

4-20 yrs required

Full-time

Legal

Apr 23, 2024

May 23, 2024

Profile

Medfield office of our client seeks a trust and estate planning associate attorney with 5+ years of trust and estate planning experience. The candidate will meet with clients in the TrustSupport 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.

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