Location: Medfield, MA
Company: BCG Attorney Search
attorney with 5+ years of trust and estate planning experience.
The candidate will meet with clients in the Trust Support program to review, refresh and refine estate planning documents as needed. Prepare a variety of estate planning documents using Wealth Docx, an online document drafting software.
Draft, read, proofread, and interpret trusts and other legal documents, including business formations and agreements. Research legal and tax-related issues associated with cutting-edge estate planning strategies. Network in the community and with other professionals. Supervise and delegate work to paralegals. Collaborate with client advisors such as financial planners, accountants,
and other attorneys. Assist in the administration of trusts at various stages. Must be licensed to practice in Massachusetts. Additional Skills: The candidate must have an in-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish.
Experience with Clio legal software is a plus. Notary Public is also a plus. The firm offers health and dental benefits with a simple IRA matching.
in wireless networks, analog and digital mixed signal circuit design and/or RF circuit design. Should preferably have 1+ year of patent prosecution experience. This firm has expertise in patents, copyrights, trademarks, trade secrets, licensing, and government contracting.
Highly experienced attorneys work in a wide range of interesting technology areas for large and small corporate, institutional and individual clients. The firm is located in the Boston Area.
legal documents, including trust instruments, trustee appointments and resignations and trust amendments Oversee preparation of probate inventories, court filings and probate accountings Produce summaries and accountings for trust beneficiaries Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709) and estate tax returns (Form 706) Communicate with trust and estate beneficiaries regarding distributions Conduct client and trust beneficiary meetings Assist in retitling assets, identifying provisions, and executing principal payments Oversee real estate management of estate or trust owned properties Collaborate with client advisors such as financial planners,
accountants and other attorneys Requirements: 5+ years of probate and trust administration experience Licensed to practice in Massachusetts In-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish Experience with Clio legal software a plus Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously Able to work independently, under pressure, with minimal supervision Notary Public a plus Excellent references and background check required Firm Culture: BCTL is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates.
With our Trust
CASE™ system, we map out estate administration up-front to simplify the process and relieve stress for our clients and their families.
At BCTL, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients. Benefits: Competitive pay Benefits including paid time off, health and dental Simple IRA matching Team-building activities and opportunities for professional development Work Type: This role will be an in-office position with the option for hybrid work as needed Borchers Cusano Trust Law is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
mail, UPS and Fedex Maintain client information utilizing cloud-based CRM software (Clio) Maintain filing systems as assigned Retrieve information as requested from records, email and other related documents Respond to and resolve administrative inquires and questions Scan documents Draft probate forms and related correspondence Communication with courts regarding probate filings Assist with entering attorney time in Clio Generate draft invoices for department as needed / Assist with monthly client billing to include reviewing and editing of pre-bills and sending final invoices to clients in a timely manner Perform other general administrative duties and projects as needed Requirements: 3+ years
of previous office experience, preferably in a law firm setting Proficiency with MS Office Suite; CRM software (Clio) and tax preparation software a plus Excellent verbal and written communication skills Excellent interpersonal and customer service skills Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously Able to work independently, under pressure, with minimal supervision Excellent references required Massachusetts Notary Public a plus DISC Profile preferred Firm Culture: BCTL is a full-service trust and estate planning law practice serving individuals, businesses, trusts, and estates.
With our Trust CASE TM system, we map out estate administration
up-front to simplify the process and relieve stress for our clients and their families.
At BCTL, we cultivate a supportive, collaborative environment where our team members and clients are like family. We value genuine connection with our community and one another as we work together to build tailored, personalized plans for each of our clients. Benefits: Competitive pay Health and dental benefits Simple IRA matching Team-building activities and opportunities for professional development Work Type: This role will be an in-office position with the option to work remote on occasion as needed Borchers Cusano Trust Law is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.
attorney with 5+ years of probate and trust administration experience.
The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Draft, read, and interpret legal documents, including trust instruments, trustee appointments and resignations, and trust amendments.
Oversee preparation of probate inventories, court filings, and probate accountings. Produce summaries and accountings for trust beneficiaries. Input information for fiduciary income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706). Communicate with trust and estate beneficiaries regarding distributions. Conduct client and trust beneficiary
meetings. Assist in retitling assets, identifying provisions, and executing principal payments. Oversee real estate management of estate or trust-owned properties.
Collaborate with client advisors such as financial planners, accountants, and other attorneys. Must be licensed to practice in Massachusetts. Additional Skills: The candidate must have an in-depth understanding and appreciation of estate planning and the trust and estate administration process from start to finish. Experience with Clio legal software is a plus. Notary Public is also a plus. The firm offers paid time off, health and dental, and simple IRA matching.
