Estate Planning Attorney (Experienced)

We are seeking an energetic and experienced estate planning attorney to join our team.

Company Description

Brown & Brown, P.C. is a boutique suburban law firm delivering expert advice and legal services in diverse areas including estate planning, real estate, zoning & land use, business formation/purchase/sale. With specialized expertise, the firm is committed to providing high-quality legal support tailored to meet the unique needs of our clients. We are recognized for professional excellence and dedication to client-focused solutions.

This unique opportunity provides a family-friendly culture and generous work/life balance. We offer competitive compensation, a comprehensive benefits package, paid vacation and holidays, Simple IRA, health insurance and flexibility for employee needs.

Role Description

This is a full-time, on-site role based in Bedford, MA for an experienced Estate Planning Attorney. The selected candidate will provide comprehensive legal counsel to individuals and families in regard succession planning, probate avoidance, sophisticated estate planning strategies to minimize tax liability and ensure adherence to applicable laws and regulations. The role involves advising clients, drafting and reviewing estate planning documents, collaboration with our estate planning, real estate and business attorneys and managing estate administration and probate processes.

Qualifications

• Expertise in Estate and Succession Planning and Estate Administration
• Strong attention to detail and organizational skills
• Excellent communication, advisory, and interpersonal skills
• Juris Doctor (JD) degree and current bar admission in Massachusetts
• Ability to work independently in an on-site professional setting

Salary commensurate with experience

Responsibilities

• Provide high level understanding and experience drafting a full range of estate planning documents
• Experience with planning for high-net-worth individuals and families, minimizing gift and estate tax
• Communicate with clients in person, by phone, Zoom and email
• Draft & file probate documents, attend hearings with the probate court as necessary
• Enjoy being a team player, work hard and enjoy life

Qualifications/Skills

• Minimum 3 years of experience in advising clients on estate planning and tax avoidance / minimizing techniques
• Candidates must be comfortable working in a fast-paced environment while maintaining attention to detail; able to work independently; and possess excellent communication skills.
• Ability to coordinate planning for business owners with real estate/business counsel and financial consultants
• License to practice law in MA (NH a plus)
• Ability to comfortably commute to Bedford, MA

Benefits:

• Health insurance
• Simple IRA with employer matching
• Flexible spending account
• Life insurance
• Paid time off
• Vision & Dental insurance