Estate Planning Specialist
3 weeks ago
CunninghamLegal is seeking a highly skilled Estate Planning Specialist to join our team. As an Estate Planning Specialist, you will play a vital role in 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 for clients.
Responsibilities include:
- Meeting with prospective clients for consultations and gathering all necessary information to make planning recommendations;
- Meeting with current and former clients to review possible changes, updates, and upgrades to estate plans;
- Quoting fees and handling client engagement processes;
- Completing proper engagement agreements and accepting payments for fees;
- Using task management systems, including Lawcus and Asana, to complete tasks timely and respond to correspondence within matters;
- Reviewing drafts of estate plans to ensure they meet clients' needs and wishes, as well as any recommendations made;
- Conducting reviews with clients, explaining the plan, and answering questions or addressing concerns;
- Assessing opportunities to refer clients to affiliated financial advisors and having them sign Disclosure and Consent Forms;
- Responding to client phone calls and emails;
- Maintaining detailed notes of meetings and phone calls and keeping them inside client files;
Required Skills and Qualifications:
You must have excellent telephone/meeting etiquette, oral communication skills, written communication skills, supervisory skills, terminology knowledge, interpersonal skills, organization, planning, proofreading and grammatical skills, time management, and computer literacy.
Education/Training:
A licensed attorney by the California State Bar; state bar certification in Trust, Wills & Probate is preferred; knowledge of income, gift, and estate tax laws; Notary Public; at least 3 years of experience in estate planning; and ongoing courses and continuing education programs in estate planning.
Salary Estimate:
$130,000-160,000 per year.
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