Estate Planning Attorney

Position Summary:

An Estate Planning Attorney will analyze estate to prepare appropriate estate plan. Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients.

Responsibilities:

• Meet with prospective clients for consultations and gather all necessary information to make planning recommendations.
• Meet with current and former clients and review possible changes, updates and/or upgrades to estate plan.
• Quote fees.
• Handle client engagement process when moving forward with preparation of estate planning documents.
• Complete proper engagement agreement and sign at appointment or send via DocuSign.
• Accept payments for fees.
• Complete Client Intake Form, Client Review Conference or other interim meeting if necessary;
• Complete Design Sheet.
• Use, follow, and respond to Lawcus and Asana task management system including timely completing tasks, monitoring email inbox, and responding to specific correspondence within matters.
• Review draft of estate plan to ensure that plan meets client’s needs and wishes, along with any recommendations made to client.
• Conduct review with client, explain the plan and how it was designed and answer any questions or address any concerns that client may have.
• Assess any opportunities to refer client to affiliated financial advisor and have client sign appropriate Disclosure and Consent Forms.
• Respond to client phone calls and e-mails.
• Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file.
• Meet periodically for Attorney Meeting and Advanced Planning Meeting (if applicable) to discuss complicated client matters and get any technical questions answered in a group setting.
• Meet every other week for Estate Planning Department Meeting.
• Meet once a month for all staff meeting.

Qualifications:

• Licensed attorney in California.
• Certification in Trust, Wills & Probate preferred.
• Minimum of 3 years of estate planning experience.
• Strong communication and organizational skills.
• Proficient in time management and computer literacy.
• Attention to detail in written work.

Benefits:

• 401(k) with up to 4% match
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Paid Vacation
• Paid Sick Leave
• Referral program