Estate Planning Associate Attorney

Long Hagan Huff-Harris is a respected law firm serving clients across Greater Boston and the South Shore. The Estate Planning Associate Attorney will play a critical role in serving Trusts and Estates clients by advising on wills, trusts, and drafting estate planning documents.

Responsibilities

• Advise clients on wills, trusts, and other estate planning documents
• Draft and review an average of six (6) to twelve (12) estate planning documents (WealthCounsel/Leap or experience with other drafting software preferred)
• Guide clients on asset protection and basic estate tax considerations
• Counsel executors, trustees, and other fiduciaries on their duties
• Meet with clients to assess needs and update plans as necessary
• Counsel executors, trustees, and other fiduciaries on their duties
• Conduct an average of six (6) to twelve (12) client meetings per week (design meetings and signings)
• Regular travel to office locations (Boston, Duxbury, Hingham, Edgartown, Hyannis) to conduct signing meetings and design meeting (reliable vehicle required)
• Ensure accuracy, organization, and compliance in all client files

Skills

• Minimum of one (1) year of Estate Planning experience is necessary
• Candidates must be licensed Massachusetts attorneys in good standing
• Excellent Customer Service Skills – A welcoming and professional demeanor is essential
• Superior Attention to Detail – Precision in drafting, reviewing, and filing legal documents is essential
• Organized and Systematic – The ideal candidate understands the importance of organization, systems, and processes
• Communicative and Collaborative – Strong interpersonal, communication, and organizational skills are essential
• Self-Motivated with a 'Can-Do' Attitude – The ideal candidate takes initiative, seeks solutions, and can work independently
• Strong Computer and Technology Skills – Comfort with learning and using software programs daily is required
• Ability to Manage Up – In a fast-paced law firm environment, the Associate Attorney must effectively manage supervisors to streamline workflows
• Two (2) to five (5) years experience preferred
• Experience with WealthCounsel/Leap or experience with other drafting software preferred
• Prior experience in estate administration and estate-related litigation is a plus

Benefits

• Competitive Pay
• 401K Company Matching (Up to 4%)
• 50% Employer Paid Health Insurance
• Dental Insurance
• Vision Insurance
• FSA & Dependent Care Savings Accounts
• Life Insurance
• Continuous Professional Development
• Notary Oath and Renewal Fees Reimbursement
• Hybrid Work Schedule
• 27 Days PTO; Vacation (10), Personal (4), and Paid Holidays Off (13).
• 5 Days Sick PTO, Annually

Company Overview