Job Description

Position: Estate Planning Attorney

Location: Auburn CA (onsite)

Full time

POSITION SUMMARY:

Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plans; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations of clients. The Attorney will be in the 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 the estate plan;
• Quote fees;
• Handle client engagement process when moving forward with the preparation of estate planning documents;
• Complete the proper engagement agreement and sign at an appointment or send it via DocuSign;
• Accept payments for fees;
• Complete the 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 systems including timely completing tasks monitoring email inbox and responding to specific correspondence within matters.
• Review the draft of an estate plan to ensure that plan meets the clients needs and wishes along with any recommendations made to the client;
• Conduct a review with the client explain the plan and how it was designed and answer any questions or address any concerns that the client may have;
• Assess any opportunities to refer a client to an affiliated financial advisor and have a 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 handwritten) and make sure that notes are maintained inside the client file;
• Meet periodically for Attorney Meetings and Advanced Planning Meetings (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 meetings;
• 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 ongoing courses and continuing education programs in the area of Estate Planning. Prefer advanced planning experience.

PROOFREADING , SUPERVISORY SKILLS

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