What are the responsibilities and job description for the Estate Planning Attorney position at Jobot?
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Job details:
This Jobot Job is hosted by: Tony Fasano
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $130,000 - $150,000 per year
A bit about us:
We are seeking a highly experienced and skilled Estate Planning Attorney to join our dynamic and fast-paced legal team. This position is a permanent role that will involve handling high-value estates and providing expert business advice to our esteemed clients. The ideal candidate will have a strong financial and accounting background, excellent drafting skills, and a proven ability to interact effectively with clients and referral sources. This role requires a deadline-oriented professional who is adept at legal research, writing, and drafting. If you have a passion for estate planning and a desire to provide top-tier legal services, we would love to hear from you.
Why join us?
Responsibilities:
1. Provide comprehensive estate planning services to high-net-worth individuals, including the creation of trusts, wills, and other relevant legal documents.
2. Offer expert business advice to clients to help them make informed decisions about their estate planning needs.
3. Utilize your financial and accounting background to provide strategic advice on tax implications and other financial aspects of estate planning.
4. Draft, review, and revise legal documents with precision, ensuring they are legally sound and meet the client's needs and desires.
5. Conduct thorough legal research to stay abreast of changes in estate planning laws and regulations.
6. Communicate effectively and regularly with clients, providing them with updates and addressing their queries and concerns promptly and professionally.
7. Build and maintain strong relationships with referral sources, ensuring a steady stream of client referrals.
8. Manage multiple cases simultaneously, ensuring all work is completed within deadlines and to a high standard of quality.
Qualifications:
1. Juris Doctorate (JD) degree from an accredited law school.
2. A minimum of 5 years of experience in estate planning, with a focus on high-value estates.
3. A strong financial and accounting background, with a deep understanding of the financial aspects of estate planning.
4. Exceptional drafting skills, with a proven ability to create legally sound and client-focused estate planning documents.
5. Excellent legal research and writing skills.
6. Strong client interaction skills, with a proven ability to build and maintain strong client relationships.
7. Experience interacting with referral sources and a proven ability to generate client referrals.
8. Deadline-oriented, with a proven ability to manage multiple cases and tasks simultaneously.
9. Strong communication skills, with the ability to explain complex legal concepts in a clear and understandable manner.
10. A commitment to providing top-tier estate planning services and a desire to continually improve and expand your legal knowledge and skills.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
This Jobot Job is hosted by: Tony Fasano
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $130,000 - $150,000 per year
A bit about us:
We are seeking a highly experienced and skilled Estate Planning Attorney to join our dynamic and fast-paced legal team. This position is a permanent role that will involve handling high-value estates and providing expert business advice to our esteemed clients. The ideal candidate will have a strong financial and accounting background, excellent drafting skills, and a proven ability to interact effectively with clients and referral sources. This role requires a deadline-oriented professional who is adept at legal research, writing, and drafting. If you have a passion for estate planning and a desire to provide top-tier legal services, we would love to hear from you.
Why join us?
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401K
Responsibilities:
1. Provide comprehensive estate planning services to high-net-worth individuals, including the creation of trusts, wills, and other relevant legal documents.
2. Offer expert business advice to clients to help them make informed decisions about their estate planning needs.
3. Utilize your financial and accounting background to provide strategic advice on tax implications and other financial aspects of estate planning.
4. Draft, review, and revise legal documents with precision, ensuring they are legally sound and meet the client's needs and desires.
5. Conduct thorough legal research to stay abreast of changes in estate planning laws and regulations.
6. Communicate effectively and regularly with clients, providing them with updates and addressing their queries and concerns promptly and professionally.
7. Build and maintain strong relationships with referral sources, ensuring a steady stream of client referrals.
8. Manage multiple cases simultaneously, ensuring all work is completed within deadlines and to a high standard of quality.
Qualifications:
1. Juris Doctorate (JD) degree from an accredited law school.
2. A minimum of 5 years of experience in estate planning, with a focus on high-value estates.
3. A strong financial and accounting background, with a deep understanding of the financial aspects of estate planning.
4. Exceptional drafting skills, with a proven ability to create legally sound and client-focused estate planning documents.
5. Excellent legal research and writing skills.
6. Strong client interaction skills, with a proven ability to build and maintain strong client relationships.
7. Experience interacting with referral sources and a proven ability to generate client referrals.
8. Deadline-oriented, with a proven ability to manage multiple cases and tasks simultaneously.
9. Strong communication skills, with the ability to explain complex legal concepts in a clear and understandable manner.
10. A commitment to providing top-tier estate planning services and a desire to continually improve and expand your legal knowledge and skills.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $130,000 - $150,000