For this position, we seek an experienced estate planner who needs no supervision in dealing with estate planning to avoid guardianship and probate. You already know your way around GRATs, ILITs, SLATs, retirement trusts, and special needs trusts.
You will immediately be taking on client matters. You will be responsible for handling client design/signing meetings, and drafting/review of documents, and handle probate files. You will review your cases and progress with our owner weekly.
Our Systems
We have written forms and procedures for the estate planning process. You must be willing to fully adopt our existing systems but also help us continuously improve them. You would have a drafting paralegal to input data and create the documents you design with the clients. Our Legal Assistant prints and flags the documents and scans and assembles the folders. You concentrate on the plan design, document integrity, client education, and question-answering.
You will have measurable benchmarks (work accomplished and income generated) on a weekly, monthly, and quarterly basis.
You will need to be able to supervise probate and trust administration. You must be familiar with the process of estate administration. You will have a probate paralegal to draft forms, prepare accountings, communicate with financial institutions, real estate agents, etc., and file things with the courts.