Estate Planning/Estate Administration Attorney

ESTATE PLANNING/ESTATE ADMINISTRATION ATTORNEY

JOB SUMMARY:

The Estate Planning/Estate Administration Attorney will be responsible for preparing documents such as wills, trusts, and powers of attorney. They will also guide clients through the estate administration process, from identifying estate assets to distributing assets to beneficiaries.

The ideal candidate will be a qualified attorney with excellent academic credentials and extensive estate planning and estate administration knowledge. They should be confident appearing before the court and have excellent written communication abilities. Candidates must be highly organized, responsive, and able to work independently, with minimal supervision.

POSITION PURPOSE:

To prepare documents such as wills, trusts, and powers of attorney and guide clients through the estate administration process while enthusiastically supporting our mission to serve clients in this unique and rewarding practice area.

ESSENTIAL FUNCTIONS:

Responsibilities include, but are not limited to:

• Effectively and confidently communicate with clients about plans for dispersing their assets
• Advocate on behalf of clients by understanding their needs, effectively analyzing each client’s unique situation, and forming a strategy for a plan of action
• Use extensive knowledge to provide clients with information about asset allocation, beneficiary designations, estate tax ramifications, retirement plans, charitable contributions, and insurance choices that best suit their needs
• Prepare both basic and sophisticated wills, trusts, power of attorney, deeds and other ancillary estate planning documents
• Counsel fiduciaries in estate and trust administrations
• Work closely with paralegals and legal assistants to delegate work
• Effectively manage the client’s needs in a timely manner
• Prioritize communication both internally and externally to make people feel heard while emphasizing a compassionate attitude.
• Research ways to boost their knowledge in estate planning/estate administration and other related practice areas
• Appear on behalf of clients in court

Our ideal candidate will:

• Be accountable
• Take initiative
• Be able to effectively and efficiently handle large volumes of work
• Be a good communicator
• Understand, embrace and utilize current industry technology
• Believe in teamwork while also able to work independently

This position may be for you if you have the following:

• Three to Five years experience 
• Complex case management preferred
• Strong oral and written communication skills exhibiting a high degree of accuracy
• Ability to manage multiple tasks concurrently
• Strong customer and quality focus
• Attention to detail is key
• Strong organizational skills 
• Ability to work independently and make independent decisions with minimal supervision
• Ability to adapt to rapidly changing priorities; ability to multi-task and track assigned projects.
• Excellent computer skills; proficiency with Microsoft Office.
• Experience with Tabs/PracticeMaster & Law Firm based document management systems is preferred

FIRM EXPECTATIONS:

• Attorneys must embrace the firm’s culture, practices, business and structure.
• Attorneys are expected to follow policies, procedures and processes.
• Attorneys are expected to meet deadlines, prioritize their workload, produce a quality work product, and take initiative beyond routine responsibility.
• We work as a team. A successful attorney at our firm will foster strong relationships with coworkers by participating and contributing fully as a team member.  Attorneys are encouraged to seek guidance and ask questions.    
• Accountability is key. Attorneys must own their mistakes and take corrective action instead of blaming someone else.  
• Empathize, be considerate of others, and acknowledge each coworker’s basic dignity.

BENEFITS:

• Salary based on experience and skills
• Quarterly bonus potential for meeting KPIs
• Group medical plan option with employer contribution
• Long-term and short-term disability with employer contribution
• Dental/Vision insurance with employer contribution
• Life insurance provided by employer 
• 401(k) with employer match
• Profit sharing as applicable
• Flexible work schedule as needed
• Remote work opportunity upon completion of onboarding
• Paid time off
• Payment of license fees, malpractice insurance, bar association dues, CLEs, and opportunities for out-of-state travel to attend national conferences
• Reimbursement allowance for networking 
• Assigned laptop

Job Type: Full-time

Schedule: Monday to Friday

Work Location: In-person

We are interested in learning more about you. To be considered for this role, please upload your resume below.

Maser, Amundson & Boggio, P.A. has enacted a COVID-19 vaccination policy to protect all employees and the communities we serve due to the ongoing impact of the COVID-19 pandemic. 

Are you able to comply with our policy of being fully vaccinated by your start date if an offer is made or have a medical or sincerely held religious exemption for receiving a COVID-19 vaccine?

Failure to comply with our policy or submit proof of compliance or receive approval for a valid medical or sincerely held religious belief exemption prior to your start date will nullify any offer of employment extended to you.