Lead Estate Planning Attorney

Job Description

Job Description

Description : Job Summary :

Job Summary :

The Lead Estate Planning Attorney will assist in providing comprehensive estate planning services to clients, including the creation and management of wills, trusts, and other estate planning documents.

This role involves working closely with clients to understand their financial and familial goals, conducting legal research, drafting legal documents, and providing strategic advice to help clients achieve their estate planning objectives.

Primary Duties and Responsibilities :

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform.

Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

• Drafting legal documents essential to estate planning, including but not limited to last wills and testaments, personal property memoranda, financial powers of attorney, healthcare powers of attorney, living wills, HIPAA releases, beneficiary deeds, living trusts, and other related documents.
• Conducting and leading client meetings, both virtually and in-person, to assess client needs and provide tailored legal advice.
• Utilizing high proficiency in various technology platforms to streamline processes and enhance client communication.
• Managing client cases through an organized pipeline from initial consultation to document execution and ongoing maintenance.
• Collaborating with other professionals such as financial advisors, accountants, and insurance specialists to offer comprehensive estate planning solutions.
• Staying informed about changes in laws and regulations affecting estate planning and ensuring compliance with all legal standards.

Type and Scope of Supervisory Responsibilities :

Manage the legal aspects of all estate planning cases

Requirements :

Skills and Qualifications :

• Licensed attorney in good standing with the Arkansas Bar.
• Strong drafting skills and attention to detail.
• Ability to manage multiple client cases concurrently.
• Excellent communication and interpersonal skills.
• High proficiency in using technology platforms for legal practice management.
• Commitment to maintaining client confidentiality and trust.

Work Experience Required for this Job :

Prior experience in handling estate planning matters is preferred whether as a licensed attorney or law clerk. (1+ years)

Education Required for this Job :

• Juris Doctor Degree
• Bachelor’s Degree

Attendance Requirements :

• Daily attendance (predominately virtual) is required during normal business working hours.
• In-person attendance is required for initial training, companywide meetings as well as for select client and team meetings.
• The Company reserves the right to require in-person attendance at the Company’s worksite at any time with adequate notice.

The Company also reserves the right to make full-time attendance at the Company’s worksite an essential job function for this position if attendance becomes necessary to increase productivity, to develop teamwork, to conduct training, to better address customer needs, or to accomplish any other valid business goal.

If full-time attendance requirements for this position materially change, the Company will provide thirty (30) days’ prior notice of the change.

Position Type / Expected Hours of Work :

• This is a full-time position. Days and hours of work are Monday through Friday, 8 : 00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.
• Core business hours are 8 : 00 a.m. to 5 : 00 p.m. but the employee’s schedules are at the discretion of the supervisor and dependent on the needs of the business.

Travel :

Travel, if necessary, is primarily local during the business day, although some out of area and overnight travel may be expected

Physical Abilities Required for this Job :

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is regularly required to stand for extended periods of time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and / or move up to ten pounds.
• Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Abilities Required for this Job :

The ability to solve problems, make decisions, interpret data, organize information, written and oral communication and read / write.

NOTE : This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position.

Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.

To perform this job successfully, the employee(s) will possess the skills aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer, drug-free workplace, and complies with ADA regulations as applicable.