BCG Attorney Search
This listing was posted on BCG Attorney Search.
Entry-Level Estate Planning Attorney
Location:
Newburyport, MA
Description:
Practice Area: Trusts and Estates - General,Trusts and Estates - General,Probate,Estate & Tax Planning, Job Type: Attorney, Firm Type: Law Firm, Experience: 1 Years, Job Title: Entry-Level Estate Planning AttorneyJob OverviewA respected law firm located in Newburyport, MA, seeks a dedicated Entry-Level Estate Planning Attorney to join our growing team. This role provides an excellent opportunity to work within a collaborative, tech-forward environment, delivering tailored estate planning services to clients. The ideal candidate will bring a client-centered approach, technological proficiency, and a proactive attitude to every interaction, contributing to our firm’s mission of compassionate and educational estate planning.DutiesClient Consultations: Conduct initial meetings with prospective clients, establishing rapport, setting clear expectations, and guiding them through the estate planning journey.Estate Plan Design Drafting: Develop and customize estate plans with clients, including wills, trusts, healthcare proxies, and guardianship designations; draft legal documents using WealthCounsel or similar platforms.Client Communication: Maintain clear, ongoing communication with clients, providing regular updates, addressing concerns, and ensuring a seamless experience.Technology Utilization: Conduct virtual meetings on platforms like Zoom, employ interactive tools such as whiteboards, and manage client records efficiently using Zoho CRM.Support Staff Collaboration: Work closely with legal support staff to ensure smooth workflow and document preparation, maintaining client satisfaction and team efficiency.Probate Trust Administration: Assist clients with probate and trust administration processes, managing timelines, and coordinating with other professionals as needed.Problem Solving Initiative: Approach client needs and internal processes with creativity, initiative, and resilience, continually seeking improvement.RequirementsExperience: 1-2 years of legal experience, ideally within estate planning or probate; familiarity with Massachusetts probate and estate tax laws is advantageous.Bar Admission: Licensed to practice law in Massachusetts, New Hampshire, or Maine, with Massachusetts Bar Admission preferred.Availability: Must be available to present at community workshops and webinars three evenings per month.EducationDegree: Juris Doctor (J.D.) from an accredited law school.SkillsClient-Centered Approach: Ability to build trust, demonstrate empathy, and address complex and sensitive issues with clients.Technological Proficiency: Experience with WealthCounsel, Zoho CRM, Zoom, Google Suite, and Microsoft Office; ability to learn new systems swiftly.Organizational Skills: Detail-oriented with strong prioritization skills to manage multiple tasks efficiently.Communication Skills: Exceptional verbal and written communication abilities for conveying complex legal information clearly and professionally.Job LocationLocation: Newburyport, MABenefitsHealth Insurance: Comprehensive medical coverage.401(k) Matching: Contribution matching for retirement planning.Paid Time Off: Generous PTO for work-life balance.Professional Development: Opportunities for ongoing education, mentorship from senior attorneys, and support for Continuing Legal Education (CLE).Team Environment: A collaborative, supportive atmosphere with a focus on innovation and client care.
Education/experience:
1 To 2 Years
Company:
BCG Attorney Search
Posted:
October 28 on BCG Attorney Search
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to BCG Attorney Search
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Entry-Level Estate Planning Attorney
Entry-Level Estate Planning Attorney is a Legal Attorney Job at BCG Attorney Search located in Newburyport MA. Find other listings like Entry-Level Estate Planning Attorney by searching Oodle for Legal Attorney Jobs.
Entry-Level Estate Planning Attorney is a Legal Attorney Job at BCG Attorney Search located in Newburyport MA. Find other listings like Entry-Level Estate Planning Attorney by searching Oodle for Legal Attorney Jobs.