Client Success Attorney Estate Planning & Elder Law
Client Success Attorney Estate Planning & Elder Law
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
$ 85000 - 90000
1 Vacancy
Job Description
- 401(k) matching
- Bonus based on performance
- Paid time off
- Training & development
- 401(k)
- Competitive salary
- Opportunity for advancement
- Weve helped clients avoid millions in estate taxes through smart strategic planning
- We created proprietary tools like the 20/20 Hindsight Trust that you wont find anywhere else
- We do 3-Year Checkups for every client because plans arent one-and-done
- Our team is tight-knit driven and drama-free
- Handle document signings and explain estate plans in a clear relatable way
- Conduct 3-Year Checkups with returning clients to keep plans current
- Manage and prepare MassHealth applications and follow through to completion
- Review estate plan drafts prepared by our paralegals for quality and accuracy
- Collaborate with our legal and intake team to ensure clients have a smooth experience
- Are licensed in Massachusetts and have 2 years of estate planning or elder law experience
- Are deeply organized reliable and committed to doing things right the first time
- Enjoy client interaction but prefer fulfillment over sales
- Can explain legal concepts in plain English no legalese lectures here
- Are proactive empathetic and responsive (ghosting isnt in your DNA)
- Thrive with systems checklists and team collaboration
- Dont believe the details matter they do
- Want to spend most of your time selling instead of serving
- Struggle with follow-up time management or checklists
- Cant work in-office this is not a remote role
- Base Salary: $85000$90000 depending on experience
- The high end of the range ($90K) is available for attorneys with elder law or Medicaid experience or strong writing/drafting skills
- The high end of the range ($90K) is available for attorneys with elder law or Medicaid experience or strong writing/drafting skills
- Monthly bonuses of $250$500 based on volume and quality goals
- Meet all benchmarks get $500. Hit most of them Youll still walk away with $250.
- Meet all benchmarks get $500. Hit most of them Youll still walk away with $250.
- 401(k) with 4% company match
- Health insurance
- Paid time off
- ZERO billable hour requirements seriously none
- Your favorite movie and why (yes really its a vibe check)
- A quick story about a time you saved a client from a potential mistake or caught an error before it became a problem
- Why fulfillment work and client care are meaningful to you
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
