Estate Planning, Probate & Trust Administration...

Description:

A Estate Planning, Elder Law & Life Care is seeking an attorney for its growing trust, estate, and elder law practice. A minimum of 1-2 plus years of experience in Estate Planning is required. Estate administration experience is a plus. Candidate must have a J.D. and be admitted to practice law in MA.
About the Position:
This is an associate position that requires a minimum of 1-2 years of experience in designing and drafting wills and trust-based estate plans. Estate and trust administration experience is a huge plus. You will have a team to support you, and you will be expected to “hit the ground running” after a training period.
Responsibilities:

• Conduct initial consultations to educate and explain options to prospective clients on estate and tax planning, probate, estate and trust administration.
• Complete estate tax returns.
• Quote fees and engage new clients.
• Prepare comprehensive simple to complex estate plans, using techniques to protect and preserve assets, keep client's families out of probate court and accomplish the client's goals.
• Explain legal documents and complex legal concepts to clients in easy-to-understand language.
• Oversee proper execution of legal documents. Advise on beneficiary changes, asset retitling and trust funding.
• Occasionally travel to client homes, hospitals, and nursing facilities if clients are unable to come to the office.
• Collaborate with clients' families, financial and insurance professionals.
• Complete projects or tasks as requested by the managing attorney.
• Perform legal research and brief other members of the firm on legal developments in the field.
• Contribute to the firm's ongoing effort to improve firm processes and services.

Location/Availability:
You will be expected to work from our office in Lenox, MA with flexibility and some remote work as needed.
Requirements:

• Member in good standing of the Massachusetts bar with admittance toe the New York bar being a plus.
• Strong written and verbal communication skills.
• Ability to interact with clients, lawyers, and other professionals with professionalism and confidence.
• Proficient in Microsoft Office programs, excel and able to quickly learn new software programs.
• Conscientious concerning work completion, deadlines, time management, and attendance.
• Proactive in identifying and solving problems.
• Demonstrates commitment to the Firm's vision, mission, and core values.
• Analytical and detail oriented while working at a fast pace and keeping up with a fast-moving caseload.
• Excellent organizational skills.
• Must be a team player and willing to help others whenever necessary.
• Receptive to feedback and strives for personal and professional growth.
• Warm, friendly personality with professional demeanor and presentation.

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