Senior Estate Planning Attorney

2 weeks ago

Gilbert, Arizona, United States The Law Office of Brandon White, PLLC Full time
Position Overview
A rapidly expanding law firm is seeking a Managing Attorney for our Estate Planning Division.

The Managing Attorney will oversee the formulation and implementation of all estate planning documentation while managing the daily functions of the Estate Planning Division within the firm.

This role is crucial in ensuring that clients receive a professional and exceptional experience throughout the entire process.

Key Responsibilities
  • Conduct comprehensive evaluations of client requirements to deliver tailored estate planning solutions.
  • Review and finalize client documentation with an emphasis on precision, compliance, and legal integrity.
  • Enhance client experiences to foster enduring relationships.
  • Stay updated on regulatory changes to ensure compliance and safeguard the firm's reputation.
  • Document notes and track time on cases utilizing the firm's matter management system.
  • Promote and embody the firm's culture and core values.
  • Supervise and manage the daily workflow of direct reports.
  • Lead weekly meetings for the division.
  • Regularly assess all open matters in the division for budget, status, and progress.
  • Manage performance by providing ongoing support, guidance, and feedback regarding performance and behavioral issues.
  • Facilitate training and development for both new and existing team members.
  • Address and resolve issues related to technology, personnel, or clients within the division.
  • Drive referral marketing through current and past clients and seek new external sources.
  • Enhance the firm's community presence by organizing and participating in events such as webinars, media engagements, and marketing initiatives.
  • Ensure client satisfaction by evaluating service quality and productivity, and recommending improvements.
  • Develop and implement efficient processes to streamline client case management within the firm's case management system.
Qualifications
  • Minimum of 3 to 5 years of experience in estate planning, probate, ALTCS/Medicaid Planning, Guardianships, and Conservatorships.
  • Experience in drafting estate planning documents and preparing probate filings.
  • Commitment to serving clients and fostering excellent client relationships.
  • Ability to demonstrate empathy and be an effective listener and problem-solver.
  • Strong interpersonal, written, and verbal communication skills are essential.
  • Candidate must possess a strong work ethic and be a self-starter.
  • Ability to collaborate effectively with intake and paralegal staff.
  • Reliability and dependability are crucial.
Compensation and Benefits
Salary is commensurate with experience and is negotiable. We offer a competitive base salary along with a generous additional compensation program based on division revenue.

Our benefits package includes 401K (with matching), health insurance, dental insurance, paid time off, and referral bonus opportunities. We also cover approved continuing legal education expenses. This position offers a hybrid work environment with some mandatory in-office days.


Job Type:
Full-time

Pay:
$100,000 - $150,000.00 per year

Benefits:
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

Schedule:
  • 8-hour shift

License/Certification:
  • Arizona Bar (Required)

Work Location:
Hybrid remote.

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