Estate Planning and Elder Law Attorney

Job Description

Job Ttitle: Estate Planning and Elder Law Attorney

Company: Monteforte Law P.C.


Description: 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 AttorneyAre 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 WPMEducation and Training:Licensed attorney by State Bar; experience in Trust, Wills & Probate preferred; knowledge of estate tax lawsJoin 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.

Salary: $80000 – 100000 per year

Location: Woburn, MA

Date: Sat, 25 Jan 2025 08:40:16 GMT


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