Trusts And Estates Staff Attorney

RightWorks

  • Worcester, Massachusetts
  • 30+ days ago
  • Remote

    Highlights

    Prepare estate planning documents, including wills, trusts, powers of attorney, beneficiary designations, and letters of intent. Ability to operate successfully in an environment that emphasizes individual accountability and teamwork depending on the situation.

    Numbers & Facts

    LocationWorcester, Massachusetts (
    Remote
    )

    Description

    This position can be part-time or full-time with a hybrid or fully remote work schedule. Offices in Worcester, Framingham and Boston.


    Core Responsibilities

    • Prepare estate planning documents, including wills, trusts, powers of attorney, beneficiary designations, and letters of intent
    • Draft client communications regarding estate plans, including explanatory letters and implementation instructions
    • Maintain knowledge of Massachusetts trust, probate law and relevant tax laws


    Competencies

    • Proficiency with Microsoft Office software
    • Proficiency with client records management software such as NetDocuments
    • Proficiency with document production software such as Contract Express
    • Exemplary written and verbal communication skills
    • Excellent organizational skills
    • Ability to operate successfully in an environment that emphasizes individual accountability and teamwork depending on the situation
    • Ability to achieve effective results in a fast-paced environment and meet billable hours requirement


    Credentials – Education and Experience

    • Five or more years of experience as an estate planning attorney
    • J.D.
    • Active bar membership in good standing with the Commonwealth of Massachusetts
    • LL.M. in taxation and admission to other bars are pluses


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