Description:

Job Description:
The position is responsible for assisting in the preparation and execution of estate planning and probate documents and ensuring compliance with relevant laws and regulations in estate planning matters. The ideal candidate will support the department's efforts for client development and networking events.

Duties and Responsibilities:

Interface with clients to assess their estate planning or probate needs.
Draft, review and revise wills, trusts, and other estate planning documents to ensure compliance with Massachusetts law.
Manage all aspects of probate and estate administration matters, including filing petitions, preparing court documents and guiding fiduciaries through the probate process.
Conduct legal research related to estate planning laws
Support/coordinate with senior attorneys in client meetings and consultations
Maintain client files and documentation in accordance with legal standards
Monitor changes in estate planning laws and regulations

Skills:

Proficient in legal research and writing
Strong organizational skills
Effective communication skills
Ability to interpret and apply legal principles
Attention to detail in document preparation
Collaborative and works well in a team

Education and Training Required:

Juris Doctor (JD) degree from an accredited law school
Active membership in good standing with the Massachusetts Bar.

Experience:
2-10 year of experience in estate planning and probate

Physical Demands:

Ability to work at a computer for extended periods
Ability to attend court appearances, client meetings in office and at client sites, seminars and networking events.
Occasional lifting of legal files and documents