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• Competitive salary
• Flexible schedule
• Paid time off
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Estate Planning, Probate & Trust Administration Attorney Position

Berkshire Law Group is seeking an attorney for its growing trust, estate, and elder law practice. A minimum of 1-2 plus years of experience in estate planning is required. Estate administration experience is a plus. Candidate must have a J.D. and be admitted to practice law in MA.

About Us:

Berkshire Law Group is focused on estate, trust and tax planning as well as elder law, long-term care planning including Medicaid, Veteran Benefits and Life Care planning.

Our team is hardworking, friendly, and committed to providing peace of mind to our clients and their families. Berkshire Law Group has a collaborative team approach that recognizes that all team members contribute to the success of our firm and the satisfaction of our clients. We make a concentrated effort to have a supportive culture and encourage the personal and professional growth of our team members. Here, your competence, hustle, compassion, and creativity are not only critical, but will be recognized and rewarded.

You will be given a high level of responsibility, and you will have direct contact with clients. We pick our clients with the same level of care with which we pick our team members. We provide the calibre of service and expertise of a large firm, but with a more personal environment and reasonable hours.

About the Position:

This is an associate position that requires a minimum of 1-2 years of experience in designing and drafting wills and trust-based estate plans. Estate and trust administration experience is a huge plus. You will have a team to support you, and you will be expected to “hit the ground running” after a training period.

Responsibilities:

• Conduct initial consultations to educate and explain options to prospective clients on estate and tax planning, probate, estate and trust administration.

• Complete estate tax returns.

• Quote fees and engage new clients.

• Prepare comprehensive simple to complex estate plans, using techniques to protect and preserve assets, keep client’s families out of probate court and accomplish the client’s goals.

• Explain legal documents and complex legal concepts to clients in easy-to-understand language.

• Oversee proper execution of legal documents. Advise on beneficiary changes, asset retitling and trust funding.

• Occasionally travel to client homes, hospitals, and nursing facilities if clients are unable to come to the office.

• Collaborate with clients’ families, financial and insurance professionals.

• Complete projects or tasks as requested by the managing attorney.

• Perform legal research and brief other members of the firm on legal developments in the field.

• Contribute to the firm’s ongoing effort to improve firm processes and services.

Compensation & Benefits: Competitive salary based on candidate qualifications and experience.

• Simple IRA Retirement Savings Plan with 3% employer match

• Bar renewal and other professional requirement reimbursements

• Paid time off

• Learning and development training opportunities

• Flexible hours

. Paid time for yoga & and strength training classes

Location/Availability:

You will be expected to work from our office in Lenox, MA with flexibility and some remote work as needed.

Requirements

• Member in good standing of the Massachusetts bar with admittance toe the New York bar being a plus.

• Strong written and verbal communication skills.

• Ability to interact with clients, lawyers, and other professionals with professionalism and confidence.

• Proficient in Microsoft Office programs, excel and able to quickly learn new software programs.

• Conscientious concerning work completion, deadlines, time management, and attendance.

• Proactive in identifying and solving problems.

• Demonstrates commitment to the Firm’s vision, mission, and core values.

• Analytical and detail oriented while working at a fast pace and keeping up with a fast-moving caseload.

• Excellent organizational skills.

• Must be a team player and willing to help others whenever necessary.

• Receptive to feedback and strives for personal and professional growth.

• Warm, friendly personality with professional demeanor and presentation.

Flexible work from home options available.