Attorney, Bar Membership, Communication Skills, Estate Planning, Microsoft Office, Organizational Skills, Presentation/Verbal Skills, Probate, Records Management, Tax Regulations, Team Player, Trust Law, Writing Skills
LOCATION
Worcester, Massachusetts
POSTED
14 days ago
This position can be part-time or full-time with a hybrid or fully remote work schedule. Offices in Worcester, Framingham and Boston.
Core Responsibilities
Prepare estate planning documents, including wills, trusts, powers of attorney, beneficiary designations, and letters of intent
Draft client communications regarding estate plans, including explanatory letters and implementation instructions
Maintain knowledge of Massachusetts trust, probate law and relevant tax laws
Competencies
Proficiency with Microsoft Office software
Proficiency with client records management software such as NetDocuments
Proficiency with document production software such as Contract Express
Exemplary written and verbal communication skills
Excellent organizational skills
Ability to operate successfully in an environment that emphasizes individual accountability and teamwork depending on the situation
Ability to achieve effective results in a fast-paced environment and meet billable hours requirement
Credentials – Education and Experience
Five or more years of experience as an estate planning attorney
J.D.
Active bar membership in good standing with the Commonwealth of Massachusetts
LL.M. in taxation and admission to other bars are pluses