Demo

Estate Planning and Elder Law Attorney

MassNAELA
Woburn, MA Full Time
POSTED ON 1/29/2025
AVAILABLE BEFORE 4/7/2025

Benefits :

  • 401(k) matching
  • Bonus based on performance
  • Paid time off
  • Training & development

Monteforte Law, P.C. is looking for a Sales-Savvy Estate Planning Attorney

Are you an estate planning attorney with a flair for talking to clients and closing deals? Or maybe a solo practitioner who's tired of the grunt work that comes with running a practice? We're looking for someone like you to join our growing team in Woburn, MA. We're not just any law firm - we're the best one you'll ever work for. At Monteforte Law, P.C., we put our team first. We're committed to creating a workplace where employees thrive and live their best lives.

Interested candidates, please submit your resume, and include a customized cover letter detailing why you're the perfect fit for our firm . Also, let us know your favorite movie and why. Note : If you do not submit a cover letter, your application will not be reviewed .

About Us :

We specialize in developing estate plans for mid to high-earning individuals, families, and business owners. Our practice areas include wills, trusts, asset protection, wealth preservation, probate, MassHealth Medicaid applications, guardianship, and conservatorship.

What Sets Us Apart :

  • Our workweek is Monday-Thursday, 8 am to 5 pm, and Friday 8 am to 4 pm. We don't do nights or weekends. Ever.
  • We have unlimited paid time off.
  • Family comes first. We believe that time spent with loved ones and the opportunity to recharge leads to happier and more productive employees.
  • No endless phone calls or emails - all client meetings and calls are by appointment only!
  • We work hard but we make time for fun too.
  • We value your personal growth and offer ample opportunities for professional development.
  • What We're Looking for :

  • A go-getter with a passion for sales and the ability to "close the deal".
  • A minimum of 3 years of experience as an estate planning attorney.
  • Confidence, compassion, and the drive to help people.
  • Job Specifics :

  • Lead the sales process in the initial client meeting.
  • Propose and design tailored estate plans for clients.
  • Cultivate and nurture client relationships, referral partner relationships, and financial advisors and insurance / annuity brokers.
  • Contribute to our marketing efforts, including creating posts for social media platforms, writing articles, blogs, and case studies.
  • What We Offer :

  • Salary with bonus structure and commissions. The more you sell, the more you earn.
  • Training in drafting complex estate planning documents, MassHealth Medicaid applications, elder law practices, and legal marketing processes.
  • Specific Responsibilities :

  • Engage clients to move forward with preparation of estate planning documents;
  • Review draft of estate plan to ensure that plan meets client's needs and wishes, along with any recommendations made to client;
  • Respond to any client phone calls (scheduled only!) or e-mails;
  • Meet every week with the Lead Attorney to discuss complicated client matters and get any technical questions answered;
  • Meet weekly for attorney sales meeting;
  • All other projects as assigned.
  • Required Skills :

    Telephone / Meeting Etiquette, Oral Communication Skills, Written Communication Skills, Supervisory Skills, Legal Terminology, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, Computer Literacy, Type 45 WPM

    Education and Training :

    Licensed attorney by State Bar; experience in Trust, Wills & Probate preferred; knowledge of estate tax laws

    Join Us :

    We're serious about finding the right fit. Our hiring process will include at least 3 interviews as we seek a candidate who aligns with our business goals, core values, and culture.

    Our dedication to Estate Planning and Elder Law makes us the best in the business. We have a strong reputation backed by over 100 five-star reviews. Learn more about us at and on YouTube. At Monteforte Law, we give our employees all the tools they need to succeed, both personally and professionally.

    Compensation : $80,000.00 - $100,000.00 per year

    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 don't do "easy"; we do the difficult and complex stuff here.

    Salary : $80,000 - $100,000

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