Estate Planning Attorney

Job Overview

A law firm seeks an Estate Planning Attorney to join their remote team. This role involves providing expert legal support in estate planning, wills, and trusts, with a focus on high-net-worth clients. The firm offers a flexible work schedule and opportunities for growth.

Duties

• Provide expert legal support and advice to clients.
• Develop and manage client relationships.
• Handle estate planning matters including wills, trusts, and probate administration.
• Offer comprehensive income tax planning services.
• Maintain and expand the book of business.
• Conduct thorough legal research.
• Draft, review, and negotiate legal documents.
• Represent clients in court and legal proceedings.
• Collaborate with legal team members.

Requirements

• J.D. Degree required.
• US Bar Admitted and in good standing.
• 2+ years experience with Estate Planning, Wills, and Trusts.
• Attention to detail and solid organizational skills.
• Experience with Microsoft Office and case management systems like CLIO.
• Ability to manage multiple clients and projects.
• High level of professionalism and ethical standards.
• Dedication to excellent customer service.
• Ability to work effectively as part of a team and independently.

Education

• J.D. Degree required.

Certifications

• US Bar Admitted and in good standing.

Skills

• Experience with estate planning, wills, and trusts.
• Proficiency in Microsoft Office and CLIO or similar platforms.
• Strong organizational and prioritization skills.
• Excellent customer service skills.

Benefits

• 401(k) with matching.
• Health, dental, and vision insurance.
• Paid time off.
• Flexible spending account.
• Life insurance.