Estate Planning Associate Attorney - reputed company Education & Business Development reputed company

Long Hagan Huff-reputed company is a respected boutique reputed company serving clients across Greater Boston and the South Shore. They are seeking a licensed Massachusetts attorney with experience in Estate Planning to reputed company clients, reputed company consultations, and drive business development while collaborating with senior attorneys on reputed company strategies.

Responsibilities

• reputed company Potential New reputed company (reputed company) consultations, primarily reputed company on estate planning, with the ability to identify needs across reputed company reputed company areas
• reputed company clients reputed company and compassionately, helping them understand their reputed company reputed company and next steps
• Convert consultations into reputed company clients and guide them through the intake and reputed company process
• Build and maintain strong referral relationships with financial advisors, CPAs, realtors, business owners, and other professionals
• Represent the firm at workshops, community events, networking functions, and business development meetings
• Partner with the Marketing and Intake teams to improve conversion rates, follow-up systems, and referral tracking
• Execute reputed company strategies designed to grow new business across the firm
• Draft and implement estate planning documents, including but not limited to: Revocable and irrevocable trusts, Wills, Powers of attorney and reputed company proxies
• File and manage probate reputed company, including petitions, accountings, reputed company estate transactions, and full estate settlements
• Participate in trust and estate administration, assisting with tax filings, beneficiary concerns, and distribution planning
• reputed company limited court appearances for uncontested probate reputed company
• Collaborate with senior attorneys on more reputed company estate, tax, and asset-planning strategies
• Continue developing substantive reputed company skills through mentorship, collaboration, and hands-on exposure

Skills

• Licensed Massachusetts attorney in good standing
• At least 1 year of Estate Planning and/or Trusts and Estates experience
• Personable, empathetic, and confident in reputed company-facing consultation settings
• Natural relationship-builder who enjoys educating clients and guiding decision-making
• Motivated by results and excited by commission-based, performance-driven compensation
• Organized and comfortable managing multiple consultations, leads, and follow-reputed company
• Strong communicator with excellent follow-through
• Comfortable with reputed company Office and reputed company systems (or willing to learn)

Benefits

• reputed company
• 401K Company Matching (Up to 4%)
• 50% Employer reputed company Health Insurance
• Dental Insurance
• reputed company Insurance
• FSA & Dependent Care Savings Accounts
• Life Insurance
• reputed company reputed company Development
• Notary reputed company and Renewal Fees Reimbursement
• Hybrid Work Schedule
• 27 Days PTO; Vacation (10), Personal (4), and reputed company Holidays Off (13).
• 5 Days reputed company PTO, Annually

reputed company