Estate Planning Associate Attorney - Client Education & Business Development Focus
Long Hagan Huff-Harris is a respected, award-winning boutique law firm serving clients across Greater Boston and the South Shore. They are seeking a licensed Massachusetts attorney focused on client education and business development in estate planning, who will guide prospective clients through consultations and build referral relationships while also engaging in legal responsibilities related to estate planning. 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 Skills 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 Overview Long Hagan Huff-Harris focuses on Family Law, Trusts & Estates, and Business Law. We have offices in Massachusetts and New York. It was founded in 2014, and is headquartered in Boston, MA, US, with a workforce of 11-50 employees. Its website is