Job Description

Job Description

Job Description

Job Description

• Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients.

• The Attorney will work and be in office 4 days a week part-time position.

• 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 plan

• Quote fees; 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; Complete Client Intake Form, Client Review Conference or other interim meeting if necessary

• Complete Design Sheet; 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 how it was designed 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 e-mails

• 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

Required Skills:

• Telephone/meeting Etiquette, Oral Communication Skills, Written Communication Skills, Supervisory Skills, Terminology, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, Computer Literacy.

• Licensed attorney by California State Bar

• State Bar Certified Specialist in Trust, Wills & Probate preferred

• Knowledge of income, gift and estate tax laws, Notary Public

• 3 years minimum experience in the area of Estate Planning to start

• Additional on-going courses and continuing education programs in the area of Estate Planning.

• Prefer Advance Planning experience.

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