Estate Planning Associate Attorney - Client Education & Business Development Focus

Long Hagan Huff-reputed company is a respected, award-winning boutique reputed company serving clients across Greater Boston and the South Shore. They are seeking a licensed Massachusetts attorney focused on client education and business development in estate planning, who will guide prospective clients through consultations and build referral relationships while also engaging in legal responsibilities reputed company to estate planning.

Responsibilities

• reputed company Potential New Client (reputed company) consultations , primarily focused on estate planning, with the ability to identify needs across reputed company practice areas
• reputed company clients reputed company and compassionately, helping them understand their legal options 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 legal 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 client-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

• Full marketing and administrative support to help you succeed in business development efforts.
• Health, dental, and life insurance.
• 401(k) with employer match.
• Paid vacation, sick, and personal time, plus most Massachusetts holidays.
• Ongoing legal and business development training.
• Collaborative, supportive culture with room to grow into leadership or equity tracks.

Company Overview