Entry Level Associate Attorney (Estate Planning)

Job Description

Job Description

Entry Level Associate Attorney (Estate Planning) - 1-2 Years Experience.

About Us: Law Mom®, a modern estate, probate, and trust administration law firm, is dedicated to empowering families with compassionate, client-centered legal services. Our mission is to provide education-driven estate planning and deliver 5-star client care at every step. We take pride in our collaborative and community-focused culture, valuing teamwork, accountability, and service. If you're passionate about making a difference in families' lives and helping them secure their legacies, we invite you to join our dynamic and growing team.

Position Overview: As an Associate Attorney at Law Mom®, you will play a key role in designing and implementing estate plans that meet the individual needs of our clients. This position offers the opportunity to grow within a firm that values professional development, embraces technology, and empowers its team to deliver exceptional client experiences. We are seeking a tech-savvy, driven attorney with a growth mindset who thrives in a collaborative, fast-paced environment.

Bar Admission Requirements:

• L icensed to Practice Law in Massachusetts, New Hampshire or Maine: Ensure that the candidate knows they must be admitted to the Massachusetts Bar and in good standing. You might also want to consider mentioning if the firm is open to candidates who plan to sit for the bar exam shortly.

Key Responsibilities:

• Client Consultations: Conduct initial consultations with prospective clients, establishing rapport, setting clear expectations, and guiding them through the estate planning process.
• Estate Plan Design & Drafting: Collaborate with clients to design personalized estate plans, including wills, trusts, healthcare proxies, and guardianship designations. Draft legal documents using platforms such as WealthCounsel.
• Client Communication: Maintain strong communication with clients throughout the process, addressing concerns, providing updates, and ensuring a seamless, client-focused experience.
• Utilizing Technology: Conduct virtual meetings using Zoom, using white boards, and other tools to enhance client interactions. Manage client records and communications efficiently using Zoho CRM is a must.
• Collaboration with Support Staff: Work closely with legal support staff to ensure smooth workflows, document preparation, and client satisfaction. Supervise and guide team members to maintain excellence in client care.
• Probate & Trust Administration: Assist clients with probate and trust administration cases, explaining complex processes, managing timelines, and working with real estate agents and other professionals when necessary.
• Problem Solving & Initiative: Demonstrate a proactive approach to problem-solving, showing initiative, creativity, and resilience in addressing client needs and process improvements.

What We’re Looking For:

• Experience: 1-2 years of legal experience, preferably in estate planning or probate. Knowledge of Massachusetts probate and estate tax laws is preferred but not required.
• Tech-Savvy: Proficiency in technology, including WealthCounsel or similar drafting program, Zoho CRM, Zoom, Google, Google Calendar, and Microsoft Office. The ability to adapt quickly to new systems and software is a must.
• Client-Centered Approach: Strong “bedside manner” with clients, with the ability to build trust, address emotional and complex issues, and provide empathetic guidance.
• Growth Mindset: A driven individual who is excited to learn, grow, and contribute to the success of the firm. Open to new challenges and dedicated to improving both personal and team performance.
• Organized & Detail-Oriented: Strong organizational skills, prioritizing, with the ability to manage multiple tasks, prioritize effectively, and maintain a high level of attention to detail.
• Excellent Communicator: Strong verbal and written communication skills, able to explain complex legal concepts clearly and professionally to clients, colleagues, and external partners.
• You must be available 3 evenings a month to present at our community workshops and on our webinar platform.

Compensation & Benefits:

• Competitive salary with performance-based bonuses
• Health insurance
• 401(k) plan with company match
• Paid time off 
• Ongoing professional development and growth opportunities
• Collaborative, supportive, and innovative team environment with mentorship from senior attorneys
• Mentorship and Training: Mention that the new associate will receive mentorship from experienced attorneys and have opportunities for ongoing education on estate planning strategies, drafting documents, and interacting with clients.
• Continuing Legal Education (CLE) Support: If the firm offers assistance with CLEs or other professional development opportunities, it’s worth mentioning, especially for new attorneys looking to deepen their expertise.
• Notary Fees covered if you do not have your notary license.

Why Join Law Mom®? At Law Mom®, we empower clients through education and deliver compassionate, personalized estate planning services. Our team thrives on collaboration and a shared commitment to providing 5-star care. You will have the opportunity to grow your career in a firm that values both professional excellence and personal well-being. If you're passionate about making a meaningful impact and working in a supportive, tech-forward environment, we want to hear from you!

How to Apply: Submit your resume and a cover letter detailing your experience and why you are excited about this opportunity at Law Mom®.

Our Commitment: At Law Mom®, we are driven by a commitment to providing 5-star client care. We prioritize personalized, compassionate service that ensures every client feels heard, empowered, and cared for. Our firm operates with the highest standards of integrity , ensuring transparency and honesty in everything we do. We believe in empowering our clients through education, and helping them make informed decisions about their estate planning. As a team, we focus on innovation , always seeking creative solutions to meet our clients’ unique needs. Our dedication to community engagement and compassion drives us to give back and make a positive impact on those around us. Above all, we value team collaboration, always putting the firm’s mission and our clients’ well-being first.