What are the responsibilities and job description for the Trust And Estate Planning Attorney position at Legacy Counsel PLC?
$65,000 - $85,000 yearly
Responsibilities:- Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
- Communicate with clients about plans for dispersing their assets
- Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
- Organize and maintain client files to ensure they are kept current
- Create wills, trusts, and powers of attorney for your clients
- Perform initial consults and engage clients
- Help solve legal problems for clients through analyzing the situation, understanding their needs, and creating a strategic plan of action
- Draft trust and will-based estate plans, including powers of attorney and trust funding plans
- Meet with clients to review and sign estate planning documents
- Supervise paralegal and legal assistant team and take a lead role in probate and trust administration
- Attend court proceedings as needed to represent clients
- Help educate the community in matters concerning trust and estates law
- Utilize, improve, and innovate business systems to ensure all clients have a "Wow!" experience
- Wide range of knowledge regarding real estate-related topics such as title insurance, wills and trusts, property management, and litigation
- Member in good standing and actively involved with the ABA (American Bar Association)
- Great communication skills, particularly in stressful and emotional situations
- Undergraduate degree with a legal background and Juris Doctor degree required
- Experience at a legal firm working on estate planning and probate law issues for at least 1-2 years is required
- J.D. from a U.S.-accredited law school
- Minimum 3-5 years experience in estate planning and/or probate
- Proficiency in Microsoft Suite, Adobe Pro, and strong typing skills
- Proficiency in using computer software and the ability and willingness to learn new programs quickly
- Excellent attention to detail and organizational skills
- Excellent oral and written communication skills
- Strong interpersonal skills, including reliability, initiative, kindness, teamwork, and empathy
- Positive attitude—a MUST
Legacy Counsel PLC is a modern trust and estates law firm in Michigan. We help clients change their family tree by passing down their hard-earned money protected from unnecessary taxes, creditors, and predators so that the next generation can enjoy the fruits of financial freedom—less stress, better health, and greater happiness. We also take on the burden of probate and trust administration after someone has died so that their loved ones can move forward to find peace and happiness without unnecessary stress and hassle. We do all this while leveraging cutting-edge technology and business practices.
Salary : $65,000 - $85,000