Estate Attorney

Law Office of Polly Tatum • Worcester, MA

18d

About The Position

We are searching for a highly analytical applicant who is capable of working full-time and possesses strong negotiation and organizational abilities to join our growing firm as an estate planning attorney. You will create wills, trusts, and powers of attorney for clients and their families, and educate them on matters of insurance and powers of attorney. To guarantee that an estate is managed in accordance with the estate owner's intentions, this role demands a high degree of responsibility. We are searching for an applicant with substantial experience in estate planning. Please apply if this sounds like a great opportunity! Mission: The Estate Planning Production Attorney’s primary responsibility is to review, revise, produce, and finalize Estate Planning documents that comply with the client’s ideal estate planning strategy, consistent with the client’s representation agreement and all relevant matter information on-hand, and to provide exemplary service to Estate Planning clients through the implementation of their estate planning strategy, including responding to communication and reviewing document drafts with them.

Requirements

• 100% accuracy, 100% of the time, in drafting legal provisions that exceed paralegals’ drafting (specific legal clauses, appropriate orchestration, and flow of planning tools).
• 100% of estate planning drafts sent to clients within the timelines set out in the Representation Agreement, or an updated timeline communicated to the client.
• Active Member of the Massachusetts Bar Association.

Responsibilities

• Review documents drafted by the Estate Planning Legal Paralegal for quality and accuracy before they are sent to the client for review.
• Work directly with clients on their estate planning needs and ensure that all questions are answered and all revisions are completed prior to signing.
• Revise document drafts.
• Manage Legal workflows.
• Work effectively with the estate planning team to ensure that the client experience exceeds expectations.
• Make sure all deadlines are met for review of documents and that drafts are sent to the client in the timeframe as set out in the Representation Agreement.
• Provide open and transparent feedback and communication with the Estate Planning Team and clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed