Estate Planning Attorney
3 weeks ago
Estate Planning Attorney Job Description
At CunninghamLegal, we are seeking a skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for meeting with prospective and returning clients for consultations, analyzing estates to prepare appropriate estate plans, and ensuring that legal documents are accurately drafted to meet the planning needs and recommendations of clients.
Key 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 plans.
- Quote fees and handle client engagement processes when moving forward with the preparation of estate planning documents.
- Complete proper engagement agreements and accept payments for fees.
- Use task management systems, including Lawcus and Asana, to complete tasks, monitor email inboxes, and respond to correspondence within matters.
- Review drafts of estate plans to ensure they meet client needs and wishes, along with any recommendations made to clients.
- Conduct reviews with clients, explain plans, and answer questions or address concerns.
- Assess opportunities to refer clients to affiliated financial advisors and have clients sign Disclosure and Consent Forms.
- Respond to client phone calls and emails, and maintain detailed notes of all meetings and phone calls.
Requirements:
- Licensed attorney by California State Bar.
- State Bar Certified Specialist in Trust, Wills & Probate preferred.
- Knowledge of income, gift, and estate tax laws, and 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.
Benefits:
- 401(k) with up to 4% match.
- Medical Insurance.
- Dental Insurance.
- Vision Insurance.
- Paid Vacation.
- Referral program.
Work Schedule:
- Monday to Friday.
Supplemental Pay Types:
- Written Bonus Plan.
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