Trusts And Estates Staff Attorney

Qualifications
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
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
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
Job description
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