Estate Planning Attorney

• Consult with potential and existing clients to gather necessary details for formulating planning proposals
• Regularly meet with established clients to review and update their estate plan based on changing circumstances
• Accurately estimate and convey the necessary fees to the clients
• Efficiently manage client engagement process while preparing estate planning documents
• Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums
• Process payments for services rendered
• Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets
• Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters
• Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations
• Conduct client review sessions, explain and answer their queries or concerns
• Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms
• Respond to clients' electronic and telephonic communication in a timely manner
• Document detailed notes of all client communications and maintain them within the client file
• Participate in regular department meetings to discuss complex client matters and other relevant topics
• Undertake any other relevant projects or tasks as assigned

• Possession of a Juris Doctor (JD) degree from an accredited law school
• Must have at least 3 years of estate planning experience

Experience with advanced tax planning experience a plus

• medical, vision, dental, and life and disability insurance
• company 401(k) plan