Estate Planning Attorney

4 weeks ago

Pasadena, United States Teksky LLC Full time

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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