Planning Specialist jobs in Lowell, MA

Description

Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them in creating the right plan that ensures a bright future for their families, even in a potentially dark time? Are you ready to utilize your estate planning knowledge and experience to help prospective new clients understand why estate planning is so important and how easy it can be for them to take that next step?

If this describes you, keep on reading ….

We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.

If you are looking to join a growing firm where you are involved in all phases of planning – from initial client consults to plan design and drafting to signing meetings to educating the community during live events and webinars, we would love to talk with you.

The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.

We are a team of 9 with a passion for protecting families. We enjoy a collaborative work environment and offer a solid work/life balance. We enjoy team bonding experiences, including monthly lunches and team outings. We have systems and procedures in place to ensure a smooth work flow and effective client interactions.

To be a successful candidate for this position, you will have 3-6 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!

$125,000 - $145,000 yearly

• Meet with clients and prospective new clients and provide a positive and confidential experience.
• Research and analyze complex legal issues relating to estate planning and trust and estate administration.
• Design and draft comprehensive estate planning and trust documents, including revocable and irrevocable trusts.
• Help parents develop comprehensive guardianship plans for their minor children.
• Present educational workshops and webinars to the community, which could involve after-hour events.
• Meet and network with 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.
• This position is bonus eligible.

• Exceptional communication and problem-solving skills needed to work directly with our clients and with all levels of our staff.
• 3 - 6 years of estate planning experience.
• Juris Doctor degree from an accredited law school.
• You are admitted to practice in Massachusetts.
• If you are also admitted to practice in New Hampshire, that is a strong plus.
• Experience designing and drafting comprehensive estate plans, including revocable and irrevocable trusts.
• Experience with asset protection planning.
• If you have experience with trust and estate administration, that is a strong plus.
• You are adept at working in Windows and Microsoft Office environments.
• If you have experience drafting estate plans on a software-based platform (especially Adapt or Wealth Docx), that is a strong plus.
• You take personal responsibility for all areas of your life.

The Parents Estate Planning Law Firm, PC 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 help our clients create a better future for their families. Our role is to eliminate any feelings of stress and hesitation and provide our clients with genuine peace of mind.

This position is bonus eligible, and offers excellent benefits including 4 weeks PTO.