Client Success Attorney Estate Planning & Elder Law
Job Description
Job DescriptionBenefits:
- 401(k) matching
- Bonus based on performance
- Paid time off
- Training & development
- 401(k)
- Competitive salary
- Opportunity for advancement
We're Hiring: Client Success Attorney - Estate Planning & Elder Law
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 taken care of 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 that you wont find anywhere else
- We do 3-Year Checkups for every client because plans arent one-and-done
- Our team is tight-knit, driven, and drama-free
What Youll Actually Do
Youll be our go-to for making estate plans come to life after the client signs on. That means working closely with clients through every step of the fulfillment process and ensuring our plans are top-notch legally and personally. Youll:
- Handle document signings and explain estate plans in a clear, relatable way
- Conduct 3-Year Checkups with returning clients to keep plans current
- Manage and prepare MassHealth applications and follow through to completion
- Review estate plan drafts prepared by our paralegals for quality and accuracy
- Collaborate with our legal and intake team to ensure clients have a smooth experience
This is a role for someone who takes pride in the follow-through. 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 or elder law experience
- Are deeply organized, reliable, and committed to doing things right the first time
- Enjoy client interaction, but prefer fulfillment over sales
- Can explain legal concepts in plain English no legalese lectures here
- Are proactive, empathetic, and responsive (ghosting isnt in your DNA)
- Thrive with systems, checklists, and team collaboration
Youre Probably Not a Fit If You
- Dont believe the details matter they do
- Want to spend most of your time selling instead of serving
- Struggle with follow-up, time management, or checklists
- Cant work in-office this is not a remote role
- Base Salary: $85,000$90,000 depending on experience
- The high end of the range ($90K) is available for attorneys with elder law or Medicaid experience, or strong writing/drafting skills
- The high end of the range ($90K) is available for attorneys with elder law or Medicaid experience, or strong writing/drafting skills
Performance Bonuses
- Monthly bonuses of $250$500 based on volume and quality goals
- Meet all benchmarks, get $500. Hit most of them? Youll still walk away with $250.
- Meet all benchmarks, get $500. Hit most of them? Youll still walk away with $250.
Retirement & Benefits
- 401(k) with 4% company match
- Health insurance
- Paid time off
- 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. Youre the one who brings clarity and peace of mind, long after the ink dries.
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 and client care are meaningful to you
Monteforte Law, P.C. is an equal opportunity employer.