CunninghamLegal

Attorney

• 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

Estate Planning Attorney

Paralegal

• Responsible for daily activities of Estate Planning and Trust Administration OR Business and Real Estate and attorney support
• Handling client meetings/telephone inquiries
• Preparing all documentation to support clients and trustees in administering trusts and estates
• Review and update master documents as needed
• Research legal issues
• Use software to update client information on the database and conflict check against the entire client database
• Draft estate planning documents using WealthCounsel
• Make corrections/changes to the documents as instructed by the attorney and client
• Prepare wills, powers of attorney, and related documents
• Prepare deeds and related documents for the transfer of assets/entities
• Research real property to confirm title
• Respond to client inquiries about drafts and other EP or TA matters
• Merge, format, and mail drafts of estate planning documents to clients
• Take lead responsibility for signing meetings, ensuring all documents are properly signed, notarized, and scanned into the client file
• Participate in weekly estate planning and staff meetings
• Correspond with clients to answer client questions and concerns

Estate Planning Attorney

Estate Planning/Trust Administration, Business and Real Estate Paralegal