CunninghamLegal · 1 day ago
Estate Planning Attorney (Salary plus bonus)
Auburn, California, United States
Full-time
Onsite
Mid Level
$130K/yr - $160K/yr
3+ years expCunninghamLegal is seeking a Mid-level Estate Planning Attorney to meet with clients for consultations and prepare appropriate estate plans. The role involves drafting legal documents, managing client engagements, and ensuring all planning needs are met.
Asset ManagementConsultingLegal
Responsibilities
Meet with prospective clients for consultations and gather all necessary information to make planning recommendations
Meet with current and former clients and review possible changes, updates and/or upgrades to estate plan
Quote fees
Handle client engagement process when moving forward with preparation of estate planning documents
Complete proper engagement agreement and sign at appointment or send via DocuSign
Accept payments for fees
Complete Client Intake Form, Client Review Conference or other interim meeting if necessary
Complete Design Sheet
Use, follow, and respond to Lawcus and Asana task management system including timely completing tasks, monitoring email inbox, and responding to specific correspondence within matters
Review draft of estate plan to ensure that plan meets client’s needs and wishes, along with any recommendations made to client
Conduct review with client, explain the plan and how it was designed and answer any questions or address any concerns that client may have
Assess any opportunities to refer client to affiliated financial advisor and have client sign appropriate Disclosure and Consent Forms
Respond to client phone calls and e-mails
Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file
Meet periodically for Attorney Meeting and Advanced Planning Meeting (if applicable) to discuss complicated client matters and get any technical questions answered in a group setting
Meet every other week for Estate Planning Department Meeting
Meet once a month for all staff meeting
All other projects as assigned
Qualification
Required
Licensed attorney by California State Bar
3 years minimum experience in the area of Estate Planning to start
Telephone/meeting Etiquette
Oral Communication Skills
Written Communication Skills
Supervisory Skills
Terminology
Interpersonal Skills
Organization
Planning
Proofreading and Grammatical Skills
Time Management
Computer Literacy
Preferred
State Bar Certified Specialist in Trust, Wills & Probate
Knowledge of income, gift and estate tax laws
Notary Public
Additional on-going courses and continuing education programs in the area of Estate Planning
Advance Planning experience
Company
CunninghamLegal
As experts in the areas of estate planning, trust administration, income tax planning, legacy protection, and much more, CunninghamLegal is dedicated to making sure your estate plan will work the way it was intended over time, protecting your legacy, and minimizing taxes along the way.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tasha Jahn
Partner, Attorney at Law
Company data provided by crunchbase