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Associate Attorney

Eckert Byrne LLC, an estate planning law firm based in Cambridge, Massachusetts is seeking a full time Associate Attorney. Our firm focuses on building lasting relationships with our clients and being their trusted advisor for life. We are looking for a talented, experienced, energetic and caring Estate Planning Associate Attorney to join our team helping our high-achieving, high-net-worth clients. Our clients are people we care about a lot, and we need to find the right person to join our growing team.

About Us:
We’re relaxed and easy-going, but very professional. We create high-level estate plans and help administer estates for clients we like and clients who like us. We take our work seriously. We’re known for top-shelf client service, accessibility, and giving peace of mind to our clients and their loved ones, not to mention being outstanding at what we do.

About You:
You are experienced and comfortable creating & reviewing estate plans, preparing the necessary documents to fund the trust and align client’s assets with their estate plan, as well as meeting with clients and their advisors to build lasting relationships. You are eager to join a team environment where client service is of the utmost importance and you look forward to not only creating estate plans, but helping clients with their ongoing plan maintenance.

You can work with grace, discretion, have a high-service mindset and good cheer. You are comfortable interacting with successful individuals and can present yourself with well-dressed politesse.

Ideally you:
• Are well-organized & detail orientated
• Have excellent follow through skills in order to meet deadlines
• Enjoy working in a team environment & will contribute to our friendly & upbeat work environment
• Are willing to work in an environment that does not require billable hours
• Are willing to be coached in our unique process dedicated to our clients
• Have an emotional connection and appreciation of the value and peace of mind you deliver to your clients


Primary Job Duties Include:
• Manage Probate and Trust Administration process; keep status reports current
• Prepare & Review estate planning & trust funding documents to ensure that the documents are appropriately drafted to meet the planning needs and recommendations for clients
• Conduct, review and document signing appointments with clients
• Review and Conduct annual maintenance program for trust based clients
• Respond to any client phone calls or e-mails
• Keep detailed notes of all meetings and phone calls and ensure that notes are maintained inside the client file
• Interact with paralegal and other team members in a cordial and professional manner
• Any other projects as assigned

Requirements
MA licensed attorney; Minimum of 3-8 years expertise in the area of Estate Planning and Probate and Trust Administration. 
Knowledge of income, gift, and estate tax laws; 
Notary Public; 
Must be willing to complete a short work-preferences questionnaire, results are shared with you.
This is a full time position available immediately, but there is flexibility if someone prefers part/flex time and meets all the requirements. 
Compensation is based on experience, and includes excellent benefits. Our office is closed on major holidays and we offer paid vacation time and paid holidays after a 90-day trial period.

TO APPLY:
Submit resume and cover letter addressing reasons why you’re a good candidate for the position, as well as two referrals. Email a PDF of your resume and cover letter to
audrey@eckertbyrne.com

Please no phone calls.