Trust & Estate Attorney
Location: Boston and Provincetown, MA Job type: Full-time Experience: 4+ years
Compensation: Base Salary + Performance Commissions
Please note that this is a base salary plus commission position, and the listed range reflects your total estimated earning potential. Your compensation consists of a base salary paired with a personal sales commission structure. Because you earn on every account you personally secure, your income scales directly with your performance with no corporate cap.
About the Role
David Marshall Datz P.C. is seeking a Trust & Estate Attorney with 4+ years of experience and working knowledge of WealthCounsel software to join our Boston and Provincetown offices. You will counsel families on estate planning, trust administration, and the transfer of wealth, working closely with wealth management advisors to coordinate legal and financial planning.
About the Firm
At David Marshall Datz, we combine decades of legal expertise with a deep commitment to community, inclusion, and personalized service. With welcoming offices in Boston’s South End andProvincetown, our boutique firm proudly serves a diverse range of clients across Massachusetts—from first-time homebuyers to seasoned real estate investors—offering thoughtful guidance in residential and commercial real estate law and estate planning.
What You'll Do
Build and lead the estate planning practice
Work with our current estate planning attorney to develop and formalize the practice's goals and processes, then lead the practice in carrying them out
Set financial goals for the practice and develop a maintenance plan for existing client plans
Maintain and update matter processes in the firm's systems, including billing and marketing
Cultivate existing estate planning clients, develop new ones, and convert real estate clients into estate planning clients
Work with WealthCounsel, Inc., of which the firm is a member, to cultivate and enhance the practice
Estate planning
Conduct initial consultations to assess each client's needs, family circumstances, and goals
Review client questionnaires and financial documents
Draft tailored estate plans, including trusts, wills, powers of attorney, health care proxies, and related documents, using WealthCounsel drafting tools
Present documents to clients and guide them through review and execution
Advise on asset protection, tax planning, business succession, charitable giving, and transfer of property, including real estate held in trust
Review existing plans and recommend updates after life events or changes in the law
Trust and estate administration
Advise executors, trustees, and beneficiaries on their legal rights and fiduciary duties
Guide clients through the administration of complex estates and trusts, including court filings, creditor notices, inventories, accountings, and distributions
Prepare and review fiduciary income tax and estate tax filings in coordination with accountants
Assist with guardianship and conservatorship matters as needed
Client and practice management
Manage your caseload and work with clients, accountants, and financial advisors as a coordinated team
Meet with current and prospective clients, be available for consultations, and attend client seminars and meetings
Develop referral relationships with financial advisors, accountants, and other professionals
Respond to client emails and voicemails promptly and keep files accurate and up to date
Own each file from initial engagement through signing and any recording of documents at a Registry of Deeds, as set out in the engagement letter
Perform other duties as assigned and adhere to the firm Handbook
