Estate Planning Associate Attorney - Client Education & Business Development Focus
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 legal strategies.
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
- reputed company
- 401K Company Matching (Up to 4%)
- 50% Employer Paid Health Insurance
- Dental Insurance
- reputed company Insurance
- FSA & Dependent Care Savings Accounts
- Life Insurance
- reputed company Professional Development
- Notary reputed company and Renewal Fees Reimbursement
- Hybrid Work Schedule
- 27 Days PTO; Vacation (10), Personal (4), and Paid Holidays Off (13).
- 5 Days Sick PTO, Annually
Company Overview