Estate Planning Attorney

1 day ago


Auburn, Alabama, United States Geopaq Logic Full time
Job Title: Estate Planning Attorney

Job Summary:

We are seeking an experienced Estate Planning Attorney to join our team at Geopaq Logic. The ideal candidate will have a strong background in estate planning, trust and wills, and probate law.

Key Responsibilities:

  • Meet with clients to discuss their estate planning needs and provide personalized recommendations;
  • Analyze client estates to prepare comprehensive estate plans;
  • Ensure that legal documents are accurately drafted to meet client needs and recommendations;
  • Collaborate with clients to review and update their estate plans as needed;
  • Manage client engagement process, including preparing engagement agreements and accepting payments;
  • Utilize task management systems, such as Lawcus and Asana, to stay organized and respond to client correspondence;
  • Conduct reviews with clients to explain their estate plans and address any concerns;
  • Assess opportunities to refer clients to affiliated financial advisors and obtain necessary disclosures;
  • Respond to client inquiries and maintain detailed notes of all interactions;
  • Participate in regular meetings with the estate planning team to discuss complex client matters and share knowledge;
  • Perform other duties as assigned by the firm.

Requirements:

  • Active membership in the California State Bar;
  • State Bar Certified Specialist in Trust Wills & Probate preferred;
  • Knowledge of income, gift, and estate tax laws;
  • Notary Public certification;
  • Minimum 3 years of experience in estate planning;
  • Ongoing education and training in estate planning and administration.

Preferred Qualifications:

  • Advanced planning experience;
  • Supervisory skills and experience;
  • Proofreading and grammatical skills.

Work Environment:

Our team is dedicated to providing exceptional service to our clients. We value collaboration, open communication, and a commitment to excellence.



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