What are the responsibilities and job description for the Estates & Trusts Attorney position at Synectics Inc.?
Key Responsibilities
Estate Planning
Estate Planning
- Meet with clients to understand their goals and develop comprehensive estate plans.
- Prepare and advise on wills, revocable trusts, powers of attorney, advance medical directives, and related estate planning documents.
- Advise clients on estate planning strategies based on their financial circumstances, family dynamics, and long-term objectives.
- Review and analyze client financial and asset information to identify appropriate planning strategies.
- Oversee the preparation, execution, and implementation of estate planning documents in coordination with paralegals and other staff.
- Participate in client consultations, signing appointments, and follow-up meetings.
- Maintain a high level of professionalism and provide a positive client experience throughout the planning process.
- Guide fiduciaries and beneficiaries through estate and trust administration from initial intake through completion.
- Assist with probate filings and other court requirements in Virginia.
- Advise clients and fiduciaries regarding their responsibilities, timelines, and available administration strategies.
- Coordinate with paralegals, attorneys, and other team members to ensure administration matters progress efficiently.
- Communicate regularly with clients regarding case status, next steps, and outstanding requirements.
- Identify potential issues and provide practical legal guidance throughout the administration process.
- Juris Doctor (J.D.) degree.
- Active Virginia Bar license required.
- Experience practicing in estate planning and/or estate and trust administration.
- Strong written and verbal communication skills.
- Excellent attention to detail and organizational skills.
- Ability to manage multiple matters, deadlines, and client relationships effectively.
- Strong professional judgment and ability to work independently.
- Client-focused approach with the ability to build and maintain strong client relationships.
- Comfortable conducting client consultations and participating in meetings.
- Ability to work collaboratively with attorneys, paralegals, and administrative staff.
- Active Maryland and/or District of Columbia Bar license.
- Experience working in a law firm or professional services environment.
- Familiarity with legal practice management and case management software.
- Experience handling both estate planning and estate/trust administration matters.
- Commensurate with experience and qualifications.
- Benefits may include:
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)
- 401(k) matching
- Supportive and collaborative work environment
- Virginia-based opportunity with a flexible work arrangement.
- No regular requirement to work from the firm's Annapolis office.
- Office space is available in Arlington, Virginia.
- The ideal candidate is an experienced estates and trusts attorney who enjoys working directly with clients and can confidently manage matters from the initial consultation through implementation or administration.
- The successful candidate will bring strong legal judgment, attention to detail, professionalism, and a collaborative approach. This is an excellent opportunity for an attorney who wants to join a growing practice and build long-term relationships with clients while handling a diverse range of estate planning and administration matters.
Salary : $85,000 - $130,000