Description:
Experienced Estate Planning Attorney (on-Site)Are You Looking for Sophisticated Work that Big Law Offers in A Smaller, Supportive Work Environment that Is Closer to Home? Do You Want Your Weekends Off and Manage Your Own Caseload? Are You Looking for A Firm that Will Give You the Opportunity to Grow and Build Your Skillset and Exposure?
Fisher Law Llc, Located in Norwood, Is Seeking a Full-Time Estate Planning Attorney to Join Our Expanding Firm, with 2+ Years' Experience in This Practice Area.
What We Do:
We Are a Well-Established and Growing Law Firm that Offers Estate Planning, Estate and Trust Administration, Elder Law Services, and Business Succession Planning for Individuals, Families, and Small Business Owners from Every Walk of Life. We Have Been Providing Premier Legal Services for Over 17 Years, and We Love What We Do!
How We Work:
We Value Our Clients and Our Team. We Cultivate a Supportive Work Environment that Allows You to Bring Your Best and Take on Challenges from Diverse and Sophisticated Client Matters.
About the Role:
- Draft and Review Estate Planning Documents, Including Wills, Revocable and Irrevocable Trusts, Powers of Attorney, and Health Care Directives
- Assist Clients with Comprehensive Estate Planning Strategies Tailored to Individual and Family Needs
- Support Senior Attorneys on Complex Estate and Tax Planning Matters
- Participate in Client Meetings and Maintain Ongoing Client Relationships
- Assist with Trust Funding and Estate Administration Matters, as Needed, Including Conducting Client and Trust Beneficiary Meetings, Preparing and Filing Probate Forms, Notices, Probate Inventories, Probate Accountings, Closing Estates with The Probate Court, Preparing Trustee Acceptance and Appointment Documents, Assist in Retitling Assets, Produce Summaries and Accountings for Trust Beneficiaries, and Collaborate with Client Advisors Such as Financial Planners, Accountants and Other Attorneys
- Assist in Preparing Mass Health Applications, Counseling Clients on Eligibility for Mass Health, and Preparing Eligibility Opinion Letters
- Support Senior Attorneys in Guardianships, and Conservatorships (including Attending Court Hearings).
Qualifications:
- Admitted to Practice Law in The Commonwealth of Massachusetts
- Solid Knowledge and Skills in The Areas of Estate Planning Strategies, Probate, Trust Administration, Income, Gift, Estate, and Generation-Skipping Tax
- Strong Drafting, Analytical, and Client Communication Skills
- Ll.M. in Taxation or Elder Law Preferred, but Not Required
- 2+ Years of Estate Planning And/or Trusts and Estate Administration Experience.
- Detail-Oriented with The Ability to Manage Multiple Matters Simultaneously
What We Offer:
66% Employer Paid Health Insurance
50% Employer Paid Dental Insurance
401(k)
401(k) with Up to 4% Match
20 Days of Pto (15 Days Vacation and 5 Paid Sick/personal Days) and 10 Paid
Pay: $100,000.00 - $150,000.00 per Year
