Trust and Estate Planning Associate Attorney

Borchers Cusano Trust Law, P.C. is seeking a full-time Trust and Estate Planning Associate Attorney to work with our innovative, forward-thinking team in our Medfield, MA office. Responsibilities: Meet and work with clients to provide a confidential and positive experience Meet with clients in our TrustSupportTM program to review, refresh and refine estate planning documents as needed Prepare a variety of estate planning documents using WealthDocx, an on-line document drafting software Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements Research legal and tax related issues associated with cutting edge estate planning strategies Network in the community and with other professionals Supervise and delegate work to Paralegals Collaborate with client advisors such as financial planners, accountants, and other attorneys Assist in the administration of trusts at various stages Requirements: 5+ years of trust and estate planning experience Licensed to practice in Massachusetts In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish Experience with Clio legal software a plus Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously Able to work independently, under pressure, with minimal supervision Notary Public a plus Excellent references and background check required Firm Culture: BCTL is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates. With our TrustSupportâ„¢ program, we keep the lines of communication open between us and our clients throughout the year using a system of refreshment, review and refinement of our relationship and their estate plan. At BCTL, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients. Benefits: Competitive pay Health and dental benefits Simple IRA matching Team-building activities and opportunities for professional development Work Type: This role will be an in-office position with the option to work remote on occasion as needed Borchers Cusano Trust Law is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

Created: 2024-11-02