Job Description

Title: Trusts & Estates Associate (Hybrid)

Type of Role: Part Time (24 Hours /week)

Location: Cambridge, Massachusetts

Salary: $70,000 - 90,000, Depending on Experience

*THIS IS A RETAINED SEARCH - PLEASE DO NOT CONTACT MYSELF OR THE FIRM IF YOU ARE A RECRUITER*

About Eckert Byrne LLC

We are a distinguished, women-owned boutique law firm that combines high-end legal expertise with a personalized, relationship-driven approach. We pride ourselves on fostering a true work-life balance that includes a flexible schedule and no expectation of evening or weekend work. Our flat-fee structure eliminates billable hour requirements, allowing our team to focus on delivering exceptional estate planning services to sophisticated, high-net-worth clients while maintaining a small firm feel.

We seek an adaptable and detail oriented Trusts & Estates Associate who excels at fostering high-net-worth individual relationships. The ideal candidate should thrive in a structured and process-oriented environment and be ready to integrate seamlessly into our established processes. To learn more, visit our website:

Benefits

• A flexible hybrid schedule (at least one day in the office is required)
• 12 total PTO days + a paid last week off of the year
• 401K eligibility after one year of employment
• Access to a pool, sauna, gym, and rooftop deck in the building
• Professional development budget: 1 bar membership & CLEs are paid for by the firm

Responsibilities

• Oversee case management from file inception to matter closure for estate planning, administration, and probate cases
• Manage probate and trust administration, including settling estates, preparing estate tax returns, and handling trust and probate accountings
• Maintain organized documentation for follow-ups and case closures
• Respond to client inquiries promptly via phone and email
• Oversee the probate and trust administration process, ensuring timely follow-up with new and existing clients
• Communicate effectively with clients and their trusted advisors via phone and email, including adhering to deadlines, and updating clients on case progress
• Collaborate with staff and supporting attorneys to ensure seamless case management

Requirements

• A Juris Doctor (JD) and active bar membership in Massachusetts
• 5+ years of hands-on experience in estate planning, trust administration, and probate
• Proficiency in preparing estate tax returns
• Expertise in advanced estate planning, including the use of irrevocable trusts
• Knowledge of charitable giving strategies in estate planning
• An ability to adapt to existing systems and processes
• Experience working with high-net-worth individuals and unique estate planning needs
• Strong client-facing skills, including leading meetings independently

Bonus

• Willingness to consider additional hours in time
• An LLM in Taxation
• Experience drafting documents using ILS (Interactive Legal Systems)

Please note that this job description is intended to provide a general overview of the position and is not representative of all responsibilities, duties, and skills required.

Eckert Byrne LLC is an equal-opportunity employer. The position is located in the firm’s Cambridge, Massachusetts office. Relocation Assistance is not offered for this position. Applicants must be legally authorized to work in the United States.

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