Estate Planning Attorney
Estate Planning Attorney
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Position: Estate Planning Attorney
Location: Auburn CA (onsite)
Full time
POSITION SUMMARY:
Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plans; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations of clients. The Attorney will be in the office 5 days a week (Sacramento office and Auburn office depending on the needs of the business).
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 the estate plan;
- Quote fees;
- Handle client engagement process when moving forward with the preparation of estate planning documents;
- Complete the proper engagement agreement and sign at an appointment or send it via DocuSign;
- Accept payments for fees;
- Complete the 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 systems including timely completing tasks monitoring email inbox and responding to specific correspondence within matters.
- Review the draft of an estate plan to ensure that plan meets the clients needs and wishes along with any recommendations made to the client;
- Conduct a review with the client explain the plan and how it was designed and answer any questions or address any concerns that the client may have;
- Assess any opportunities to refer a client to an affiliated financial advisor and have a client sign appropriate Disclosure and Consent Forms;
- Respond to client phone calls and emails;
- Keep detailed notes of all meetings and phone calls (either electronically or handwritten) and make sure that notes are maintained inside the client file;
- Meet periodically for Attorney Meetings and Advanced Planning Meetings (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 meetings;
- All other projects as assigned.
Required Skills:
Telephone/meeting Etiquette Oral Communication Skills Written Communication Skills Supervisory Skills Terminology Interpersonal Skills Organization Planning Proofreading and Grammatical Skills Time Management Computer Literacy.
Education/Training:
Licensed attorney by California State Bar; State Bar Certified Specialist in Trust Wills & Probate preferred; knowledge of income gift and estate tax laws Notary Public; 3 years minimum experience in the area of Estate Planning to start; Additional ongoing courses and continuing education programs in the area of Estate Planning. Prefer advanced planning experience.
PROOFREADING , SUPERVISORY SKILLS
Employment Type
Full Time
