Mason Law and Planning Group · 17 hours ago
Associate Attorney
Colorado Springs, CO
Full-time
Onsite
Entry Level
$80K/yr - $115K/yr
1+ years expMason Law & Planning Group is a leading estate planning law firm in Monument, CO, seeking an Associate Attorney to join their team. The role involves delivering high-quality legal services in estate planning, business planning, probate, and trust administration while collaborating with clients and the firm’s team.
Law Practice
Responsibilities
Work onsite alongside our team in a collaborative and efficient manner following our firm’s systems, processes, and deadlines
Meet with and/or communicate with clients to discern their wishes which include engaging new clients and reviewing current client plans
Draft appropriate documents including Trusts, Wills, Powers of Attorney, and Health Care Directives
Advise clients on estate, gift, Generation-Skipping Trust (GST), and income tax matters; explaining the firm’s approach to estate planning, engagements, and fees
Achieve annual revenue goals that are established in line with your length of service, overall experience, and role
Participate in marketing activities, including public speaking engagements, educational events and seminars, writing articles and blogs, and other activities as necessary
Attend CLE as necessary to maintain competence and credentialing
Provide support to our team with like tasks and others as required
Qualification
Required
Juris Doctor (JD) Degree
Current Bar license to practice law in the state of Colorado and in good standing with the Colorado State bar OR in process of obtaining Bar license or reciprocity to practice law in the state of Colorado
Highly skilled in effective and clear communication presented in a professional business manner
Ability to be a great team player and coworker
Strong interpersonal skills and commitment to exceptional customer service
Excellent active listening skills
Ability to anticipate needs, prioritize, and exercise sound judgement skills and solve problems
Ability to travel up to 10%
Proficiency in Microsoft Office and Google Suite
Preferred
One year of estate planning experience
Proven ability to lead in-person client meetings, engage new clients, advise current clients, and draft estate and business planning documents
Benefits
SIMPLE IRA 3% matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Company
Mason Law and Planning Group
Mason Law and Planning Group, LLC is a growing firm located in Monument, Colorado focused on estate and business planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase