Lead Estate Planning Attorney
Lead Estate Planning Attorney
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 95000 - 102500
1 Vacancy
Job Description
- 401(k)
- 401(k) matching
- Bonus based on performance
- Paid time off
- We helped one client avoid almost $1 million in estate taxes using our advanced planning systems.
- Weve created proprietary tools like the 20/20 Hindsight Trust to protect families from lifes what-ifs.
- Our clients stick with us not just because of results but because they feel taken care of.
- Our team is tight drama-free and driven by service not status.
- Run Strategic Planning Sessions (SPS) with prospective clients well train you on our system
- Deliver smart strategic recommendations and close estate plans in the $7K$10K range
- Lead our legal team and facilitate Wednesday Level 10 (L10) meetings
- Assign and oversee client matters for associate attorneys and paralegals
- Be the go-to for complex legal questions and client guidance
- Collaborate directly with our CEO on firm-wide strategy and innovation
- Drive a client-first culture that emphasizes excellence empathy and results
- Are licensed in Massachusetts and have 5 years of estate planning experience
- Can confidently speak with high-net-worth clients without sounding like a robot
- Actually like working with people and bring empathy to every meeting
- Are excited to learn persuasive communication methods like NEPQ or Sandler (well teach you)
- Crave both autonomy and accountability
- Dont ghost your team when the going gets tough
- Think sales is a dirty word
- Cant take feedback without turning it into a TED Talk
- Want to work from home in pajama pants this is in-office
- Feel allergic to new systems and processes
- $100K base salary (commensurate with experience) performance and revenue-based bonuses
- Commission based on revenue the better you do the more you earn
- 401(k) with 4% match health benefits PTO
- Proprietary training in advanced estate planning and legal tech
- ZERO billable hour requirements because we run this firm like a business not a factory
- Your favorite movie and why (yes really no bonus points for saying The Godfather)
- A sentence or two about your best legal sale what made it work
- A brief reflection on a time you went above and beyond for a client and the impact it had
We specialize in helping moderate to high-earning families protect the assets they have worked hard for. We can help you protect your wealth pass it on to the next generation and leave a legacy for your family. At Monteforte Law P.C. we create estate plans for moderate to high-net-worth individuals families and business owners. We also specialize in helping retirees and seniors with trusts Medicaid planning and protecting assets from long-term care costs. We can even help you with the overwhelming task of applying for MassHealth long-term care benefits. We dont do easy; we do the difficult and complex stuff here.
Employment Type
Full-Time
