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Estate Planning/ Elder Law Associate

Company: Law Office of Polly Tatum
Location: Worcester
Posted on: May 23, 2023

Job Description:

We are looking for a Senior Associate to join our team in Worcester, MA. This position requires a Bachelor's degree in Accounting or a related field and 5+ years of relevant experience. The Senior Associate will be responsible for performing a variety of tasks including financial statements, audits, and other accounting activities. The Senior Associate will need to be able to work collaboratively with our team and meet deadlines. The individual should have excellent communication skills, problem-solving abilities, and the ability to manageCompensation:$130,000 yearly, plus bonus and benefitsResponsibilities:Duties and Responsibilities:Conduct consultations with clients to assess their estate planning and elder law needs.Collaborate with clients to develop customized estate plans tailored to their specific circumstances and objectives.Draft and review revocable trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and other estate planning documents.Advise clients on strategies for asset protection, tax planning, and wealth preservation.Assist clients with Medicaid planning, including the preparation and submission of Medicaid applications.Stay current on relevant laws, regulations, and court decisions affecting estate planning and elder law matters.Maintain accurate and detailed client files and documentation.Provide guidance and support to clients throughout the estate administration and probate process.Represent clients in estate planning and elder law matters, including court appearances, negotiations, and mediations, as necessary.Support the Central Massachusetts Law OfficeMaintain the standards and ethics of a member of the CourtOversee the workflow in the practice areas of Estate Planning, Estate Administration, and ProbateThe ideal candidate will be proficient in probate, trust and estate administration, estate tax return preparation, and drafting estate planning documents.Supervise and delegate work to ParalegalsCollaborate with client advisors such as financial planners, accountants, and other attorneysAssist in the administration of trusts at various stagesQualifications:Job Requirements:A law degree from an accredited Law SchoolMassachusetts Bar License and in good standingMinimum 5 years of experience in the focus area of Estate Planning, Estate Administration, ProbateExcellent verbal communication skills in public speaking,Strong legal research, analytical, and writing skillsPrior experience using CRM software is advantageousPrior experience using Wealth Counsel and Elder Counsel is ideaAbout CompanyWho Are We:At the Law Office of Polly Tatum, we help our valued clients find solutions to their most pressing concerns and dearest hopes for their future.

Keywords: Law Office of Polly Tatum, Worcester , Estate Planning/ Elder Law Associate, Accounting, Auditing , Worcester, Massachusetts

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