Company:
Teksky LLC
Location: Pasadena
Closing Date: 27/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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
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Teksky LLC