Estate Planning Attorney

POSITION SUMMARY:

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 be in office 5 days a week (Sacramento office and Auburn office depending on the needs of the business).

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 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;

 

• All other projects as assigned.

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.

 

Education/Training:
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.

 

 

Salary

• $130,000 - $160,000