ZipRecruiter
Estate Planning Elder Law and Probate Attorney
ZipRecruiter, Woburn, Massachusetts, us, 01813
Job DescriptionJob Description Benefits:
401(k) matching Bonus based on performance Paid time off Training & development 401(k) Competitive salary Opportunity for advancement
The Overview
You love a good plan and love seeing it through even more. Were looking for a detail-driven, client-focused attorney to join our estate planning and elder law team and ensure every clients plan is not just smart, but flawlessly executed.
If youre tired of the billable hour grind and thrive on organization, precision, and making people feel truly cared for this is your kind of role.
Who We Are
Monteforte Law, P.C. is a boutique estate planning and elder law firm serving higher-income clients who want strategic, customized plans not cookie-cutter documents. We specialize in proprietary trust solutions, asset protection, Medicaid strategies, and proactive probate guidance.
Heres what sets us apart:
Weve helped clients avoid millions in estate taxes through smart, strategic planning.
We created proprietary tools like the 20/20 Hindsight Trust you wont find anywhere else.
We do 3-Year Checkups for every client because plans shouldnt collect dust.
Our team is tight-knit, driven, and drama-free.
What Youll Actually Do
Youll be our go-to for bringing estate plans to life after the client signs on and for guiding clients through the next steps when life changes. That means:
Handling estate plan signings and explaining plans in a clear, relatable way.
Conducting 3-Year Checkups with returning clients to keep plans current.
Managing and preparing MassHealth applications including handling appeals and court appearances for MassHealth-related litigation when needed.
Filing probate cases and attending probate hearings as required. We dont handle contested probate litigation, but youll regularly appear in court to secure approvals.
Reviewing estate plan drafts prepared by our paralegals for quality and accuracy.
Collaborating with our legal and intake team to ensure clients have a smooth experience.
Learning directly from Attorney Monteforte a seasoned estate planning and elder law attorney. This is a role for someone who takes pride in the follow-through and is comfortable in court when needed. Youre the reason our clients feel secure, cared for, and confident in their future.
You Might Be a Fit If You
Are licensed in Massachusetts and have 2+ years of estate planning, elder law, or probate experience.
Will be comfortable handling MassHealth appeals, probate filings, and related court hearings.
Are deeply organized, reliable, and committed to doing things right the first time.
Enjoy client interaction, but prefer fulfillment and advocacy over sales.
Can explain legal concepts in plain English no legalese lectures here.
Are proactive, empathetic, and responsive.
Thrive with systems, checklists, and team collaboration.
Youre Probably Not a Fit If You
Dont believe the details matter they do. Struggle with follow-up, time management, or checklists. Cant work in-office this is not a remote role. ZERO billable hour requirements seriously, none
Why This Role Matters
Youre not just closing files youre completing legacies.]
At Monteforte Law, our fulfillment process is just as important as the initial strategy. Once a client says yes, you make sure their plan is signed, implemented, and reviewed over time. When needed, you stand up for them in court to make sure what we built together stands strong.
And yes, we still celebrate wins with tacos, cake, and birthdays sometimes all in the same day.
How to Apply
Send us your resume and a cover letter that includes:
Your favorite movie and why (yes, really its a vibe check)
A quick story about a time you saved a client from a potential mistake or caught an error before it became a problem
Why fulfillment work, client care, and courtroom advocacy are meaningful to you Monteforte Law, P.C. is an equal opportunity employer.
#J-18808-Ljbffr
401(k) matching Bonus based on performance Paid time off Training & development 401(k) Competitive salary Opportunity for advancement
The Overview
You love a good plan and love seeing it through even more. Were looking for a detail-driven, client-focused attorney to join our estate planning and elder law team and ensure every clients plan is not just smart, but flawlessly executed.
If youre tired of the billable hour grind and thrive on organization, precision, and making people feel truly cared for this is your kind of role.
Who We Are
Monteforte Law, P.C. is a boutique estate planning and elder law firm serving higher-income clients who want strategic, customized plans not cookie-cutter documents. We specialize in proprietary trust solutions, asset protection, Medicaid strategies, and proactive probate guidance.
Heres what sets us apart:
Weve helped clients avoid millions in estate taxes through smart, strategic planning.
We created proprietary tools like the 20/20 Hindsight Trust you wont find anywhere else.
We do 3-Year Checkups for every client because plans shouldnt collect dust.
Our team is tight-knit, driven, and drama-free.
What Youll Actually Do
Youll be our go-to for bringing estate plans to life after the client signs on and for guiding clients through the next steps when life changes. That means:
Handling estate plan signings and explaining plans in a clear, relatable way.
Conducting 3-Year Checkups with returning clients to keep plans current.
Managing and preparing MassHealth applications including handling appeals and court appearances for MassHealth-related litigation when needed.
Filing probate cases and attending probate hearings as required. We dont handle contested probate litigation, but youll regularly appear in court to secure approvals.
Reviewing estate plan drafts prepared by our paralegals for quality and accuracy.
Collaborating with our legal and intake team to ensure clients have a smooth experience.
Learning directly from Attorney Monteforte a seasoned estate planning and elder law attorney. This is a role for someone who takes pride in the follow-through and is comfortable in court when needed. Youre the reason our clients feel secure, cared for, and confident in their future.
You Might Be a Fit If You
Are licensed in Massachusetts and have 2+ years of estate planning, elder law, or probate experience.
Will be comfortable handling MassHealth appeals, probate filings, and related court hearings.
Are deeply organized, reliable, and committed to doing things right the first time.
Enjoy client interaction, but prefer fulfillment and advocacy over sales.
Can explain legal concepts in plain English no legalese lectures here.
Are proactive, empathetic, and responsive.
Thrive with systems, checklists, and team collaboration.
Youre Probably Not a Fit If You
Dont believe the details matter they do. Struggle with follow-up, time management, or checklists. Cant work in-office this is not a remote role. ZERO billable hour requirements seriously, none
Why This Role Matters
Youre not just closing files youre completing legacies.]
At Monteforte Law, our fulfillment process is just as important as the initial strategy. Once a client says yes, you make sure their plan is signed, implemented, and reviewed over time. When needed, you stand up for them in court to make sure what we built together stands strong.
And yes, we still celebrate wins with tacos, cake, and birthdays sometimes all in the same day.
How to Apply
Send us your resume and a cover letter that includes:
Your favorite movie and why (yes, really its a vibe check)
A quick story about a time you saved a client from a potential mistake or caught an error before it became a problem
Why fulfillment work, client care, and courtroom advocacy are meaningful to you Monteforte Law, P.C. is an equal opportunity employer.
#J-18808-Ljbffr