Our client, a boutique law firm with a presence across California and expanding rapidly, seeks an enthusiastic, skilled, personable, and detail-oriented transactional attorney to contribute to the growth of their firm.
This is a full-time position with competitive comp package and bonus structure. This role is also fully on-site 5 days a week (ideally) or hybrid in either Sacramento or Auburn office locations.
Responsibilities :
- Consult with potential and existing clients to gather necessary details for formulating planning proposals.
- Regularly meet with established clients to review and update their estate plan based on changing circumstances.
- Accurately estimate and convey the necessary fees to the clients.
- Efficiently manage client engagement process while preparing estate planning documents.
- Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums.
- Process payments for services rendered.
- Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets.
- Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters.
- Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations.
- Conduct client review sessions, explain and answer their queries or concerns.
- Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms.
- Respond to clients' electronic and telephonic communication in a timely manner.
- Document detailed notes of all client communications and maintain them within the client file.
- Participate in regular department meetings to discuss complex client matters and other relevant topics.
- Undertake any other relevant projects or tasks as assigned.
Required Skills :
- Minimum of 3 years of experience in estate planning.
- Experience with Advanced Planning is a plus!
- Ability to work in office is required and important to meet our client's needs.
Education / Training :
Licensed attorney by the California State Bar.
Compensation :
- Salary range $120,000 - $160,000 depending on years of experience
- Eligible for performance bonus and origination bonus
- Matching 401(k)
- Health, vision, and dental benefits
- Accrued 2 weeks paid vacation per year and increases after each year of service
- Malpractice Insurance, marketing allowance and support
- Professional Duties and Continuing Education Allowance
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