Current jobs related to Estate Planning Attorney - Monument, Colorado - Mason Law and Planning Group PC.

Mason Law and Planning Group PC is a leading estate planning law firm in Monument, CO, dedicated to delivering high-quality, personable services to our clients. We are seeking an experienced Associate Attorney to join our team and contribute to our growth and success.

We are looking for a highly skilled and organized Associate Attorney to work alongside our team in a collaborative and efficient manner. The ideal candidate will have a strong background in estate planning, business planning, probate, and trust administration, with excellent communication and interpersonal skills. The successful candidate will be responsible for drafting estate and business planning documents, advising clients on estate, gift, and income tax matters, and participating in marketing activities.

• Work onsite alongside our team in a collaborative and efficient manner following our firm's systems, processes, and deadlines.
• Meet with and/or communicate with clients to discern their wishes, including engaging new clients and reviewing current client plans.
• Draft appropriate documents, including Trusts, Wills, Powers of Attorney, and Health Care Directives.
• Advise clients on estate, gift, Generation-Skipping Trust (GST), and income tax matters, explaining our firm's approach to estate planning, engagements, and fees.
• Achieve annual revenue goals established in line with your length of service, overall experience, and role.
• Participate in marketing activities, including public speaking engagements, educational events and seminars, writing articles and blogs, and other activities as necessary.
• Attend CLE as necessary to maintain competence and credentialing.
• Provide support to our team with like tasks and others as required.

• Juris Doctor (JD) Degree.
• Current Bar license to practice law in the state of Colorado and in good standing with the Colorado State bar OR in process of obtaining Bar license or reciprocity to practice law in the state of Colorado.
• One year of estate planning experience strongly preferred.
• Proven ability to lead in-person client meetings, engage new clients, advise current clients, and draft estate and business planning documents preferred.
• Highly skilled in effective and clear communication presented in a professional business manner.
• Ability to be a great team player and coworker.
• Strong interpersonal skills and commitment to exceptional customer service.
• Excellent active listening skills.
• Ability to anticipate needs, prioritize, and exercise sound judgement skills and solve problems.
• Ability to travel up to 10%.
• Proficiency in Microsoft Office and Google Suite.

Mason Law and Planning Group PC provides comprehensive estate planning, wealth management, and strategic business services. We value lifetime relationships and help clients through all life's transitions. Our team of dedicated and experienced attorneys tackle the important work of protecting clients' assets and carrying out their wishes just as we would our own family.

We have been successfully advising clients since 2012 and have doubled in size and revenue in the past two years. Together, we have helped countless clients create and implement complex strategies regarding their estates, businesses, charitable donations, and more.

For more information on our organization, please review our website at https://mlapg.com. If you are interested in joining our team, send us a resume & cover letter sharing with us why you wish to join Mason Law and Planning Group PC. We look forward to hearing from you.

Mason Law is an Equal Opportunity Employer.