Overview
Estate Planning Attorney Jobs in Thousand Oaks, California, USA at ZipRecruiter
Position: Estate Planning Attorney (Salary plus bonus)
Job Description
Salary: $130k-$160k
POSITION SUMMARY:
Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney will be in office 5 days a week.
Responsibilities:
Meet with prospective clients for consultations and gather all necessary information to make planning recommendations;
Meet with current and former clients and review possible changes, updates and/or upgrades to estate plan;
Quote fees;
Handle client engagement process when moving forward with preparation of estate planning documents;
Complete proper engagement agreement and sign at appointment or send via Docu Sign;
Accept payments for fees;
Complete Client Intake Form, Client Review Conference or other interim meeting if necessary;
Complete Design Sheet;
Use, follow, and respond to Lawcus and Asana task management system including timely completing tasks, monitoring email inbox, and responding to specific correspondence within matters;
Review draft of estate plan to ensure that plan meets clients needs and wishes, along with any recommendations made to client;
Conduct review with client, explain the plan and how it was designed and answer any questions or address any concerns that client may have;
Assess any opportunities to refer client to affiliated financial advisor and have client sign appropriate Disclosure and Consent Forms;
Respond to client phone calls and e-mails;
Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file;
Meet periodically for Attorney Meeting and Advanced Planning Meeting (if applicable) to discuss complicated client matters and get any technical questions answered in a group setting;
Meet every other week for Estate Planning Department Meeting;
Meet once a month for all staff meeting;
All other projects as assigned.
Required Skills:
Telephone/meeting etiquette
Oral communication skills
Written communication skills
Supervisory skills
Terminology
Interpersonal skills
Organization
Planning
Proofreading and grammatical skills
Time management
Computer literacy
Education/Training:
Licensed attorney by California State Bar;
State Bar Certified Specialist in Trust, Wills & Probate; knowledge of income, gift and estate tax laws;
Notary Public; 3 years minimum experience in the area of Estate Planning to start; additional on-going courses and continuing education programs in the area of Estate Planning. Prefer Advance Planning experience.
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Title: Estate Planning Attorney
Company: ZipRecruiter
Location: Thousand Oaks, California, USA
Category: Law/Legal
