What are the responsibilities and job description for the Associate Attorney position at eLegacy?
eLegacy Law is changing the way estate planning is accomplished and how attorneys work. We are not a traditional law firm. Our attorneys enjoy a work/life balance like no other law firm. We take care of the deal generation, and you are compensated to do what you do best; create comprehensive estate plans that accurately reflect our client’s Life Plans. We meet with our clients through video conferencing, allowing our attorneys and our clients to meet no matter where they are. Our virtual, multi-state model has proven to be highly successful, and we are growing rapidly! We are looking for licensed attorneys in Alaska, Arizona, California, Florida, Hawaii, Idaho, Nevada, Oregon, Utah, Washington, and West Virginia. Attorneys licensed in other states, who are interested in our unique model, should apply, or contact us for more information about our expansion plans.
As an attorney at eLegacy Law, you must be able to lead and motivate team members, thrive in a busy, team-oriented environment, and communicate in a professional, client centered manner using video conferencing technology. Although we may not be in the same room, we connect personally and provide an exceptional client experience. Following our 5-Step process, you, and your team, consisting of a dedicated paralegal and client relations coordinator, will provide expert legal advice while creating comprehensive trust and will-based estate plans.
Job Duties
- Drafting concise, professionally written legal documents and correspondence
- Preparing and reviewing estate planning documents using WealthDocx® software
- Meeting with clients, advisors, and other professionals to design, draft and implement estate plans and strategies virtually, on the phone, or in person.
- Supervising, reviewing and editing answer files, deeds, assignments and other documents prepared by paralegal
- Communicating with clients, financial advisors and other third parties to coordinate funding of trusts and making appropriate designations under retirement plans and insurance policies
- Other duties as assigned
Desirable Qualifications
- J.D. and licensing in relevant state
- Proficient in WealthDocx® drafting software (training is available)
- Proficient in Microsoft Office, specifically Outlook, Word, and Excel
- Experience with estate planning
- Experience with trust administration and probate law a plus
- Extreme attention to detail
- Strong oral and written communication skills
- Cool under pressure and always helpful with clients – clients come first
- Must be able to effectively multi-task, manage time-sensitive matters, and exhibit exceptional organizational skills in a fast-paced environment
Office Hours:
8am-5pm PST Monday through Friday (Office closed to clients on Fridays 12pm-5pm PST)