Long Hagan Huff-Harris ยท 1 day ago
Estate Planning Associate Attorney - Client Education & Business Development Focus
Greater Boston
Full-time
Hybrid
Entry Level
$75K/yr - $200K/yr
1+ years expLong 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 for a client-facing role focused on educating clients, leading consultations, and generating new business while developing substantive estate planning skills.
Law Practice
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
Qualification
Required
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
Long Hagan Huff-Harris
Long Hagan Huff-Harris focuses on Family Law, Trusts & Estates, and Business Law. We have offices in Massachusetts and New York.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Sean Hagan, Esq., LL.M.
Partner
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