Estate & Tax Planning Attorney in Woburn, MA

Law Firm

Woburn, MA

Estate & Tax Planning Attorney in Woburn, MA

Attorney

Min 3 yrs required

No

Job Title: Estate Planning Attorney

Job Responsibilities:
- Lead the initial client meeting and guide them through their estate planning options.
- Design and propose estate plans tailored to client needs, ensuring that each plan is comprehensive and meets the specific requirements of clients.
- Build and maintain relationships with referral partners, financial advisors, and insurance professionals to foster long-term collaborations and client referrals.
- Contribute to the firm's marketing efforts by writing articles, blogs, and social media content, showcasing expertise in estate planning and elder law.
- Work alongside the team to deliver exceptional service, ensuring client satisfaction and maintaining the firm's reputation for excellence.
- Be a confident closer by leading client meetings and converting consultations into signed agreements.
- Communicate complex legal concepts in a way that clients can understand and appreciate, ensuring transparency and trust.
- Participate in advanced training sessions in estate planning, Medicaid applications, and elder law to enhance professional skills and knowledge.

Education and Experience Information:
- Must have at least 3 years of experience in estate planning and elder law, demonstrating expertise and proficiency in these areas.
- Should be an estate planning pro with the ability to design and propose effective estate plans.
- Must be a skilled communicator capable of explaining complex legal concepts in an understandable manner for clients.
- Experience in cultivating long-term relationships with clients, financial advisors, and referral partners is essential.

Salary Information:
- Competitive salary ranging from $80, to $100, per year.
- Bonus structure and commissions are available, allowing for increased earnings based on performance and sales.
- The firm offers advanced training in estate planning, Medicaid applications, and elder law, providing opportunities for professional growth and development.

Additional Information:
- Benefits include 401(k) matching, performance-based bonuses, paid time off, and opportunities for training and development.
- Work-life balance is prioritized, with a workweek from Monday to Thursday (8:30 am-5:00 pm) and Friday (8:30 am-4:00 pm), with no nights or weekends required.
- Unlimited paid time off is offered, allowing attorneys to recharge and spend time with loved ones.
- Attorneys have the option to work from home one day per week during a designated "drafting day" with no appointments.
- The firm emphasizes a family-first approach, ensuring that employees can enjoy life outside of work.
- All client meetings and calls are by appointment only, minimizing interruptions and allowing attorneys to focus on their work.
- The firm values the growth of its attorneys, offering training in advanced estate planning, Medicaid applications, and legal marketing strategies.
- The firm appreciates contributions and offers a clear path for growth within the organization, fostering a supportive and thriving work environment.

Application Process:
- Interested candidates should send a resume along with a customized cover letter explaining why they are the perfect fit for the role. Candidates are also encouraged to share their favorite movie and the reason for their choice, allowing their personality to shine through.
- The hiring process involves at least three interviews to ensure alignment with the firm's core values and culture.

Summary:
The law firm is seeking a sales-savvy Estate Planning Attorney who is passionate about working with clients and closing deals. The ideal candidate should have at least three years of experience in estate planning and elder law, with a strong ability to lead client meetings, propose tailored estate plans, and build long-term relationships with clients and referral partners. The firm offers a competitive salary, performance-based bonuses, and commissions, along with benefits such as 401(k) matching, paid time off, and opportunities for training and development. With a focus on work-life balance, the firm provides a supportive environment where attorneys can thrive without sacrificing their personal lives. Interested candidates should apply by submitting a resume and a customized cover letter, showcasing their personality and fit for the role.