Estate Planning Associate Attorney - Client Education & Business Development Focus

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

Long Hagan Huff-Harris is a respected boutique law firm serving clients across Greater Boston and the South Shore. They are seeking a licensed Massachusetts attorney with experience in Estate Planning to educate clients, lead consultations, and drive business development while collaborating with senior attorneys on legal strategies.


Responsibilities

  • Lead Potential New Client (PNC) consultations, primarily focused on estate planning, with the ability to identify needs across all practice areas
  • Educate clients clearly and compassionately, helping them understand their legal options and next steps
  • Convert consultations into engaged clients and guide them through the intake and onboarding process
  • Build and maintain strong referral relationships with financial advisors, CPAs, realtors, business owners, and other professionals
  • Represent the firm at workshops, community events, networking functions, and business development meetings
  • Partner with the Marketing and Intake teams to improve conversion rates, follow-up systems, and referral tracking
  • Execute outreach strategies designed to grow new business across the firm
  • Draft and implement estate planning documents, including but not limited to: Revocable and irrevocable trusts, Wills, Powers of attorney and healthcare proxies
  • File and manage probate matters, including petitions, accountings, real estate transactions, and full estate settlements
  • Participate in trust and estate administration, assisting with tax filings, beneficiary concerns, and distribution planning
  • Make limited court appearances for uncontested probate matters
  • Collaborate with senior attorneys on more complex estate, tax, and asset-planning strategies
  • Continue developing substantive legal skills through mentorship, collaboration, and hands-on exposure

Skills

  • Licensed Massachusetts attorney in good standing
  • At least 1 year of Estate Planning and/or Trusts and Estates experience
  • Personable, empathetic, and confident in client-facing consultation settings
  • Natural relationship-builder who enjoys educating clients and guiding decision-making
  • Motivated by results and excited by commission-based, performance-driven compensation
  • Organized and comfortable managing multiple consultations, leads, and follow-ups
  • Strong communicator with excellent follow-through
  • Comfortable with Microsoft Office and Clio systems (or willing to learn)

Benefits

  • Competitive Pay
  • 401K Company Matching (Up to 4%)
  • 50% Employer Paid Health Insurance
  • Dental Insurance
  • Vision Insurance
  • FSA & Dependent Care Savings Accounts
  • Life Insurance
  • Continuous Professional Development
  • Notary Oath and Renewal Fees Reimbursement
  • Hybrid Work Schedule
  • 27 Days PTO; Vacation (10), Personal (4), and Paid Holidays Off (13).
  • 5 Days Sick PTO, Annually

Company Overview

  • Long Hagan Huff-Harris focuses on Family Law, Trusts & Estates, and Business Law. We have offices in Massachusetts and New York. It was founded in 2014, and is headquartered in Boston, MA, US, with a workforce of 11-50 employees. Its website is http://lhhlegal.com.

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