Estate Planning Attorney
15 hours ago
At CunninghamLegal, we are seeking a skilled Estate Planning Attorney to join our team.
Job SummaryWe are looking for a highly motivated and experienced Estate Planning Attorney to meet with prospective and returning clients for consultations, analyze estates to prepare appropriate estate plans, and ensure that legal documents are accurately drafted to meet the planning needs and recommendations for 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 process when moving forward with preparation of estate planning documents;
- Complete proper engagement agreement and sign at appointment or send via DocuSign;
- Accept payments for fees and complete Client Intake Form, Client Review Conference, or other interim meeting if necessary;
- Use, follow, and respond to Lawcus and Asana task management system, including timely completing tasks, monitoring email inbox, and responding to specific correspondence within matters;
- Review draft of estate plan to ensure that plan meets client's needs and wishes, along with any recommendations made to client;
- Conduct review with client, explain the plan, and answer any questions or address any concerns that client may have;
- Assess any opportunities to refer client to affiliated financial advisor and have client sign appropriate Disclosure and Consent Forms;
- Respond to client phone calls and emails;
- Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file;
- Meet periodically for Attorney Meeting and Advanced Planning Meeting (if applicable) to discuss complicated client matters and get any technical questions answered in a group setting;
- Meet every other week for Estate Planning Department Meeting;
- Meet once a month for all staff meeting;
- All other projects as assigned.
We are looking for a licensed attorney by California State Bar, with a State Bar Certified Specialist in Trust, Wills & Probate preferred. The ideal candidate will have knowledge of income, gift, and estate tax laws, as well as 3 years minimum experience in the area of Estate Planning. Additional on-going courses and continuing education programs in the area of Estate Planning are also preferred.
We are an equal opportunity employer and welcome applications from qualified candidates.
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