Managing Attorney - Estate Planning

Florida Managing Attorney

TrustWorks is seeking an Estate Planning attorney for it's Plantation office.

TrustWorks provides comprehensive personalized estate planning services to help clients prepare for the future.

We are in need of exceptionally outgoing and charismatic candidates.

Our impressive Attorneys deliver seminars to educate clients about estate planning concepts and strategies.

Become the Managing Attorney of your own office and serve your own community and surrounding communities.

Mentorship and training will be provided.

You will receive outstanding support from our amazing team of Legal Assistants, Paralegals and Client Success Coordinators who are meticulously selected to be part of your team.

It is a unique opportunity for career development and offers an opportunity for quick growth and advancement.

If you are a licensed attorney in Florida, passionate about helping people, want less stress, an excellent work / life balance, and are highly motivated, then this IS the opportunity for you.

Responsibilities

• Provide prospective clients with live seminar on information about Estate Planning.
• Ability to handle a high volume of one-on-one consultations with 20 30 new clients per month.
• Handle matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and overseeing the preparation of the appropriate estate planning documents to meet the client’s objectives.
• Demonstrates a high degree of discretion, confidentiality, and integrity in the handling of personal client information.
• Reports on caseload at a weekly case review meeting with the Regional Managing Attorney
• Communicates with clients in person and via mail, email and telephone to commence an engagement, to keep the matter moving forward on a timely basis, and to make certain that the efforts of the firm’s support staff are in tune with the client’s needs.
• Provide guidance to staff members when necessary.
• Participate in the Performance Evaluation process for the direct reports as well as provide feedback on indirect reports that may have been assigned to them during the year.

Skills

• Minimum 1-3 years of experience in Estate Planning, Elder Law or Probate Law.
• Must be able to speak English fluently.
• Admission to the Florida Bar and be in Good Standing.
• Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client.
• Excellent organizational, analytical skills, and attention to detail.
• Must possess excellent interpersonal and presentation skills.
• Demonstrated client relationship skills, including the ability to lead in-person client meetings.

Benefits :

Generous amounts of time away from work to promote a healthy work-life balance.

We offer paid vacation to all full-time employees in addition to observing 10 holidays annually .

• A substantial benefit package for health insurance including Medical, Dental, Vision and Life insurance at no charge for the employee and make it available for your dependents to enroll for coverage.
11 days ago