Estate Planning Associate Attorney - Client Education & Business Development Focus

Remote Full-time
Long Hagan Huff-Harris is a respected, award-winning boutique law firm serving clients across Greater Boston and the South Shore. They are seeking a licensed Massachusetts attorney focused on client education and business development in estate planning, who will guide prospective clients through consultations and build referral relationships while also engaging in legal responsibilities related to estate planning. 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 Full marketing and administrative support to help you succeed in business development efforts. Health, dental, and life insurance. 401(k) with employer match. Paid vacation, sick, and personal time, plus most Massachusetts holidays. Ongoing legal and business development training. Collaborative, supportive culture with room to grow into leadership or equity tracks. 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
Apply Now

Similar Opportunities

Structural Analysis Engineer I - 043QE

Remote Full-time

[Remote] Account Executive

Remote Full-time

Operations Coordinator

Remote Full-time

[Remote] Customer Service Representative (Pharr TX or Brownsville TX area) Remote

Remote Full-time

Hardware Marketing Associate

Remote Full-time

Family Development and Service Coordinator

Remote Full-time

Portfolio Management Associate

Remote Full-time

ENTRY LEVEL CIVIL ENGINEER

Remote Full-time

[Remote] Software Engineer Intern (Core Engineering)

Remote Full-time

[Remote] Multi-Specialty Portfolio Specialist (Layfayette, LA)

Remote Full-time

Entry Level Data Entry Clerk – Remote Opportunity for Career Growth and Development in a Dynamic and Inclusive Environment

Remote Full-time

Director, Human Resources

Remote Full-time

Experienced Virtual Algebra I Tutor for Equitable Education - Remote Opportunity in New York

Remote Full-time

Distinguished Engineer - Capital One Software; Remote-Eligible

Remote Full-time

Content Moderator - Yelp, Yelp Removing Spam Comments

Remote Full-time

**Experienced Full Stack Data Analyst – Web & Cloud Application Development @ blithequark**

Remote Full-time

Intermediate Software Engineer (Node.js, PHP, MongoDB, AWS) - OP01845-00

Remote Full-time

Quantitative Trading Strategist Lead

Remote Full-time

Data Entry bolthires Specialist - No Experience - Part-Time

Remote Full-time

Experienced Part-Time Remote Data Entry Specialist – Accurate Information Management and Entry for a Global Retail Leader at blithequark

Remote Full-time
← Back to Home