Estate Planning Attorney

Role Overview

• 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

Requirements

• 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