- Provide legal counsel to high-net-worth individuals and families on trusts, wills, probate, and related matters.
- Lead and manage complex estate planning, probate, and administration cases.
- Draft and review estate planning documents with precision and care using Wealth Counsel software.
- Jump in on sophisticated trust and estate issues and collaborate with our legal team to provide the best outcomes for our clients.
- Mentor junior attorneys and legal staff, providing guidance and training as needed.
- Engage with clients directly to understand their needs, build lasting relationships, and maintain a high level of trust and confidentiality.
- Execute and handle client-facing design meetings.
- Answer client questions with ease and knowledge.
- Answer legal team questions with ease and knowledge.
- Manage and oversee paralegals.
- Ensure legal staff is supported in meeting KPI requirements.
- Host webinars and workshops within the community (min. 2 nights a month required).
- A Juris Doctor (JD) degree and admission to the Massachusetts Bar and NH Bar is a plus
- A minimum of 5+ years of sophisticated experience in trusts and estates law.
- Elder Law experience preferred.
- Expertise in estate planning, trusts, probate law, and taxation related to estate matters.
- Proficiency with Wealth Counsel is a must.
- A tech-savvy mindset and the ability to learn and use legal technology effectively.
- Strong interpersonal skills with the ability to communicate complex legal concepts in a clear and approachable manner.
- A desire to mentor, lead, and work collaboratively within a team environment.
- Exceptional organizational and multitasking skills with the ability to manage multiple cases simultaneously.
- Excellent bedside manner.
- Excellent knowledge of income, gift, estate, and generation-skipping tax matters.
- Plus, if you know tax return preparation.
- LLM in taxation is preferred.
- Competitive salary with the potential to earn up to $200,000 (base and bonus pay).
- Health insurance.
- Retirement plan options with firm contributions.
- Paid time off and generous holiday schedule.
- Professional development and mentorship opportunities.
- A collaborative and collegial work environment in a beautiful office setting.
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Senior Associate Attorney - Newburyport - Law Mom
Description
We're excited that you're considering joining us at Law Mom as a Senior Associate Trusts and Estates Attorney based in Newburyport, Massachusetts. This is a fantastic opportunity for an experienced attorney to step into a high-level role, providing expert estate planning services to our valued clients. This is an in-office position where you'll be working alongside a collaborative team and will have the chance to lead, mentor, and make an immediate impact.
Overview:
"At Law Mom, we pride ourselves on providing compassionate, client-centered estate planning services. Our mission is to empower clients through education and deliver 5-star care at every step. We believe in teamwork, accountability, and community-focused service. If you're passionate about making a difference and helping families secure their legacies, we invite you to join our team."
What You'll Be Doing:
You're Probably a Match If You Have:
About the Company:
Law Mom is a respected law firm specializing in trusts and estates, with a long-standing history of providing exceptional legal services in the Duxbury area. We pride ourselves on a client-first approach, offering personalized and comprehensive estate planning solutions to individuals, families, and businesses. Our team is committed to excellence, and we foster a supportive and dynamic work environment.
A Glimpse of What We Offer:
At Law Mom, we are driven by a commitment to providing 5-star client care. We prioritize personalized, compassionate service that leaves every client feeling heard, empowered, and cared for. Our firm operates with the highest standards of integrity, ensuring transparency and honesty in everything we do. We believe in empowering our clients through education and helping them make informed decisions about their estate planning. As a team, we work together with a focus on innovation, always seeking creative solutions to meet our clients' unique needs. Our commitment to community engagement and compassion drives us to give back and make a positive impact on those around us. Above all, we value team collaboration, always putting the firm's mission and our client's well-being first.
Are you ready to take your career to the next level in an in-office setting where your skills will be valued and expanded? We'd love to hear from you
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