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Medfield, MA, United States
Trust and Estate Planning Associate Attorney
Attorney
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
Apr 23, 2024
May 23, 2024
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