Trusts & Estates Attorney
1 week ago
The Parents Estate Planning Law Firm, PC • Acton , MA , US
Posted 2 days ago
Description
The Parents Estate Planning Law Firm in Acton, MA, is seeking an experienced Estate Planning Attorney with 3-5 years of experience to join our team. The ideal candidate will have a strong background in estate planning, excellent communication skills, and a passion for helping young families navigate the complexities of planning for their children's futures.
The attorney we hire will feel strongly about our mission to create legal plans for parents so that their children know they were loved, cared for, and protected. You will have the opportunity to work closely with clients, developing customized estate plans and providing guidance on related matters.
We present educational workshops within the community and would like someone who is interested in educating young families and empty nesters on the importance of planning before a crisis.
Our entire team is dedicated to providing exceptional estate planning services. We have high standards and offer clients white glove service. We are compassionate and take a personalized approach to ensuring clients secure their future and protect their loved ones.
To be a successful candidate for this position, you will have 3-5 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.
If this sounds like you, we want to meet you
Responsibilities
- Work directly with clients to develop comprehensive estate plans and trust documents to meet the unique needs of families with young children.
- Help parents develop comprehensive guardianship plans for their minor children.
- Draft, review, and finalize estate planning documents.
- Present educational workshops and webinars to the community, which could involve after-hours events.
- Meet and network with financial advisors, accountants, and other professionals to develop cross-referral opportunities.
- Supervise and delegate work to Paralegals and Legal Assistants to accomplish tasks in a timely manner.
- Work directly with the Firm owner and the legal team to develop and modify processes and procedures that ensure a smooth workflow.
Qualifications
- Juris Doctor (JD) degree from an accredited law school.
- Minimum of 3-5 years of experience in estate planning.
- Admitted to practice law in Massachusetts, NH is a strong plus.
- Strong understanding of estate planning laws.
- Experience designing and drafting comprehensive estate plans, including revocable and irrevocable trusts.
- Experience with asset protection planning.
- Experience with trust and estate administration is a strong plus.
- Strong knowledge of Windows and Microsoft Office environments, HubSpot is a plus.
- Experience drafting estate plans on a software-based platform (especially Inter Active Legal or Wealth Docx) is a strong plus.
- Exceptional organizational skills, attention to detail, and problem-solving skills.
- Compassionate and client-focused with strong communication skills.
Compensation
$120,000 - $130,000 yearly
About The Parents Estate Planning Law Firm, PC
About Our Firm:
The Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service and high-quality legal services in the areas of wills, trusts, estates, and asset protection. We discuss sensitive topics that will help clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide clients with genuine peace of mind. We are a close-knit team of 9 who work toward a common mission.
Our Mission
To help parents create a legal plan so that their children always know they are loved, cared for, and protected, no matter what.
#J-18808-Ljbffr
-
Estate Planning Attorney for Families
1 week ago
Montréal, Canada WizeHire, Inc Full timeA growing estate planning law firm is seeking an experienced Estate Planning Attorney in Quebec to develop customized estate plans for young families. The successful candidate will have 3-5 years of relevant experience, strong communication skills, and a passion for educating clients about estate planning. This role offers a competitive salary of $120,000 -...
-
Montréal, Canada Estateably Full time**Estate & Trust Law Researcher and Content Writer** **This is a part-time and temporary position.** **Who we are**: Over the next 25 years, one of the largest transfers of assets will be taking place as over $60T will be transferred from one generation to the next. However, professionals and the families they serve are wholly underserved in their tools to...
-
Regional Trust Officer
12 hours ago
Montréal, Canada Scotiabank Full timeRequisition ID: 164517 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **How You Will Contribute**: Reporting to the Manager, Regional Trust Officers, you will be accountable for building trusted relationships with client to facilitate the administration of activities associated with estate and trust...
-
Avocat / Attorney
1 week ago
Montréal, Canada Pure Industrial Full time**À propos de nous**: Pure Industriel est l’un des principaux promoteurs immobiliers industriels du Canada. Son but est de transformer le secteur canadien de l’entreposage et de la distribution en proposant à ses clients une offre immobilière industrielle de premier ordre et des solutions de chaîne d’approvisionnement complètes, du premier au...
-
Trust Officer
1 week ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high-net-worth...
-
Trust Administrator-bilingual
1 week ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Will and Estate Consultant
5 days ago
MONTRÉAL, Canada Royal Bank of Canada Full timeJob Description What is the opportunity? As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC...
-
Credit Analyst, Real Estate Finance
2 weeks ago
Montréal, Canada BMO Financial Group Full time105 rue St-Jacques O Montreal Quebec,H2Y 1L6 **The Associate, Real Estate Finance** will facilitate decisioning and analysis of all types of credit information to support real estate related lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will...
-
Personal Accounting and Estate Analyst
2 weeks ago
Montréal, QC, Canada National Bank of Canada Full timeAs a Personal Accounting and Estate Analyst in the Accounting team at National Bank Trust/Natcan Trust Company (NBT), you’ll be a tax expert working on estate and trust files. In this role, you’ll have a positive impact on the organization by leveraging your expertise as you handle complex files and demonstrate your commitment to providing an exemplary...
-
Real Estate Broker
4 days ago
Montréal, Canada Équipe Owen - Nous Vendons Votre Maison - Agence Immobilière | Kevin Owen Inc. Full time**About us** - Équipe Owen - Nous Vendons Votre Maison - Agence Immobilière | Kevin Owen Inc._ The **Owen Team** is a highly motivated and experienced team of real estate professionals committed to providing exceptional service and support to our clients. With over 20 years of combined experience in Sales and Real Estate, we have built a solid reputation...