Private Client Trusts And Estates Associate Attorney

Job Title: Private Client Trusts And Estates Associate Attorney

Job Overview:
A law firm located in Boston, MA, is seeking a motivated associate with foundational experience in estate and trust planning to join its well-established private client group. The role involves working with high-net-worth individuals and families on complex wealth transfer strategies, estate administration, and charitable planning. This position is being offered through a legal recruiting agency on behalf of the hiring firm.

Duties:

• Advise individuals, families, and fiduciaries on trust and estate planning and administration

• Prepare and review estate planning documents, including wills, trusts, and powers of attorney

• Guide clients through tax-efficient strategies for wealth transfer and succession planning

• Manage estate and trust administration processes, including probate and tax filings

• Collaborate with colleagues across legal disciplines on integrated client matters

• Handle matters involving charitable giving, retirement asset planning, and family business transitions

• Maintain compliance with federal and state tax laws affecting estates and trusts

• Engage in direct client interactions and provide ongoing support for their evolving estate planning needs

Requirements:

• 2-4 years of focused experience in trust and estate planning and administration

• Familiarity with high-net-worth client representation and complex planning structures

• Working knowledge of gift, estate, and generation-skipping transfer tax rules

• Capability to manage client relationships independently and within a team setting

• Admission in good standing to the Massachusetts Bar

Education:

• Juris Doctor (JD) from an accredited U.S. law school

Certifications:

• An active Massachusetts Bar license is required

Skills:

• Strong legal research and drafting capabilities

• Excellent interpersonal and communication skills

• Ability to work collaboratively across departments

• Detail-oriented with a commitment to client service

• Strategic thinking in planning and administration matters

Job Location:

• Boston, MA

Benefits:

• Hybrid work model: 3 days in-office, 2 days remote per week

• Comprehensive medical, dental, and vision insurance

• Generous paid time off and holiday schedule

• 401(k) retirement plan with firm contributions

• Continuing legal education (CLE) support and bar dues coverage

• Professional development programs and mentoring

• Advancement opportunities within a collegial, team-oriented environment

We get a lot of questions about a firm's pro bono policy. The truth is that while many firms have pro bono programs, but many don't really create a situation where an associate is encouraged to give back to the community. This firm is one of the best we've seen for creating incentives for associates to really give back to the community in a variety of ways, including providing low cost legal services. All this in a corporate firm with a full service practice. This large Northeastern firm is polished, with devoted small, regional, and some national clientele. Don't be fooled, this firm expects serious contributions in terms of billable hours, especially in their complex insurance practice, but is happy to dole out the rewards.