What are the responsibilities and job description for the Estate Planning Associate position at Jacaranda Consulting?
Key Responsibilities include
- Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney
- Provide strategic advice to clients on wealth preservation, tax planning, and estate administration
- Assist clients through probate proceedings and related legal processes
- Guide clients in the distribution of assets and the execution of estate plans
- Represent clients in court proceedings when required, especially in probate-related matters
- Educate clients on matters such as retirement planning, charitable donations, and insurance options
- Ensure client files are maintained accurately, organized, and up to date
- Collaborate with clients to design tailored estate plans that meet their specific goals and needs
- Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients’ lives.
- Experience managing client relationship independently and handling sophisticated planning needs
- Demonstrates the ability to work collaboratively and communicate effectively with clients and colleagues
- Strong drafting and analytical skills
- Deep understanding of trust and estate laws and tax implications
- Ability to work independently while contributing to a collaborative environment
- Excellent organizational a time management abilities
- Professional demeanor and client-centered communication style
Requirements
- Experience as an estate planning attorney, with a strong background in drafting wills and trusts
- Juris Doctor (JD) degree from an accredited law school
- Licensed and in good standing to practice law in the State of Texas
- In-depth knowledge of estate planning, probate, and tax laws
- Excellent analytical, negotiation, and communication skills
- The ability to handle sensitive matters with discretion and professionalism
- Proven track record of developing and maintaining strong client relationships
- Strong organizational skills, with the ability to manage multiple cases simultaneously
- A commitment to providing outstanding client service
- Proficiency in legal research tools and software
- Excellent opportunity for a seasoned estate planning attorney to handle complex cases and positively impact clients’ lives.
Job Type: Full-time
Pay: $120,000.00 - $160,000.00 per year
Work Location: In person
Salary : $120,000 - $160,000