Associate Attorney

Fute IT Inc

Job Location:

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description:

This is an in-office role where youll be part of the daily rhythm of the firm-learning growing contributing and making a real impact on our clients and community.

What Youll Do

Lead initial client consultations listening to each clients goals and guiding them through estate planning options
Educate prospective clients on planning strategies and help them confidently move forward with the right plan
Build strong relationships with clients from their first meeting through plan completion
Draft wills trusts powers of attorney health care directives and related estate planning documents using WealthCounsel
Ensure all documents are accurate compliant and aligned with current state and federal law
Gather client information explain planning strategies and guide families through the estate planning process
Review and walk clients through completed documents to ensure understanding and confidence
Provide ongoing client support and respond to questions throughout the planning process
Collaborate closely with paralegals and administrative staff to move matters efficiently from intake to execution
Manage client matters from consultation through signing and completion including tracking deadlines and next steps
Assist with and oversee signing ceremonies to ensure proper execution of documents
Maintain organized and accurate client records in firm systems
Participate in team meetings to review workflow deadlines and client progress
Attend firm-sponsored seminars client appreciation events and community outreach efforts
Represent the firm at professional and community events to build relationships and referral sources
Stay current on estate planning law through research and continuing legal education
Provide regular updates to the managing attorney on case status and timelines
Contribute ideas to improve firm-wide estate planning processes and strategies

What Were Looking For

Juris Doctor (JD) from an accredited law school
Active admission to the state bar
2 5 years of experience strongly preferred
Solid familiarity with wills trusts and probate concepts
Strong written and verbal communication skills
Comfort leading client consultations and helping individuals make important planning decisions
Ability to build rapport quickly and communicate complex ideas in a clear approachable way
Ability to work independently while thriving in a small fast-paced team environment
Professional approachable and client-focused demeanor

Job Description: This is an in-office role where youll be part of the daily rhythm of the firm-learning growing contributing and making a real impact on our clients and community. What Youll Do Lead initial client consultations listening to each clients goals and guiding them through estate plan...

Job Description:

This is an in-office role where youll be part of the daily rhythm of the firm-learning growing contributing and making a real impact on our clients and community.

What Youll Do

Lead initial client consultations listening to each clients goals and guiding them through estate planning options
Educate prospective clients on planning strategies and help them confidently move forward with the right plan
Build strong relationships with clients from their first meeting through plan completion
Draft wills trusts powers of attorney health care directives and related estate planning documents using WealthCounsel
Ensure all documents are accurate compliant and aligned with current state and federal law
Gather client information explain planning strategies and guide families through the estate planning process
Review and walk clients through completed documents to ensure understanding and confidence
Provide ongoing client support and respond to questions throughout the planning process
Collaborate closely with paralegals and administrative staff to move matters efficiently from intake to execution
Manage client matters from consultation through signing and completion including tracking deadlines and next steps
Assist with and oversee signing ceremonies to ensure proper execution of documents
Maintain organized and accurate client records in firm systems
Participate in team meetings to review workflow deadlines and client progress
Attend firm-sponsored seminars client appreciation events and community outreach efforts
Represent the firm at professional and community events to build relationships and referral sources
Stay current on estate planning law through research and continuing legal education
Provide regular updates to the managing attorney on case status and timelines
Contribute ideas to improve firm-wide estate planning processes and strategies

What Were Looking For

Juris Doctor (JD) from an accredited law school
Active admission to the state bar
2 5 years of experience strongly preferred
Solid familiarity with wills trusts and probate concepts
Strong written and verbal communication skills
Comfort leading client consultations and helping individuals make important planning decisions
Ability to build rapport quickly and communicate complex ideas in a clear approachable way
Ability to work independently while thriving in a small fast-paced team environment
Professional approachable and client-focused demeanor