Estate Planning Attorney
Estate Planning Attorney
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Job Description
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 clients 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 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 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;
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 Advance Planning experience.
Employment Type
Full Time
