Estate Planning Attorney (Salary plus bonus)

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 Monday - Friday. The Attorney will work in the Auburn office primarily but may need to work in the Sacramento office weekly based on the needs of the business meeting with clients in-person.

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.