Estate Planning Attorney

2 days ago

Auburn, United States CunninghamLegal Full time

POSITION SUMMARY:

Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney will be in 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 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;
  • 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 on-going courses and continuing education programs in the area of Estate Planning. Prefer Advance Planning experience.

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