Estate Planning Attorney

This Jobot Job is hosted by: Tony Fasano
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $130,000 - $150,000 per year

A bit about us:

We are seeking a highly experienced and skilled Estate Planning Attorney to join our dynamic and fast-paced legal team. This position is a permanent role that will involve handling high-value estates and providing expert business advice to our esteemed clients. The ideal candidate will have a strong financial and accounting background, excellent drafting skills, and a proven ability to interact effectively with clients and referral sources. This role requires a deadline-oriented professional who is adept at legal research, writing, and drafting. If you have a passion for estate planning and a desire to provide top-tier legal services, we would love to hear from you.

Why join us?

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

Job Details

Responsibilities:

1. Provide comprehensive estate planning services to high-net-worth individuals, including the creation of trusts, wills, and other relevant legal documents.
2. Offer expert business advice to clients to help them make informed decisions about their estate planning needs.
3. Utilize your financial and accounting background to provide strategic advice on tax implications and other financial aspects of estate planning.
4. Draft, review, and revise legal documents with precision, ensuring they are legally sound and meet the client's needs and desires.
5. Conduct thorough legal research to stay abreast of changes in estate planning laws and regulations.
6. Communicate effectively and regularly with clients, providing them with updates and addressing their queries and concerns promptly and professionally.
7. Build and maintain strong relationships with referral sources, ensuring a steady stream of client referrals.
8. Manage multiple cases simultaneously, ensuring all work is completed within deadlines and to a high standard of quality.

Qualifications:

1. Juris Doctorate (JD) degree from an accredited law school.
2. A minimum of 5 years of experience in estate planning, with a focus on high-value estates.
3. A strong financial and accounting background, with a deep understanding of the financial aspects of estate planning.
4. Exceptional drafting skills, with a proven ability to create legally sound and client-focused estate planning documents.
5. Excellent legal research and writing skills.
6. Strong client interaction skills, with a proven ability to build and maintain strong client relationships.
7. Experience interacting with referral sources and a proven ability to generate client referrals.
8. Deadline-oriented, with a proven ability to manage multiple cases and tasks simultaneously.
9. Strong communication skills, with the ability to explain complex legal concepts in a clear and understandable manner.
10. A commitment to providing top-tier estate planning services and a desire to continually improve and expand your legal knowledge and skills.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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