CunninghamLegal

Estate Planning Attorney

CunninghamLegal

full-time

Posted on:

Location Type: Office

Location: Auburn • California • United States

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Salary

💰 $130,000 - $160,000 per year

About the role

  • 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

Requirements

  • Licensed attorney by California State Bar
  • State Bar Certified Specialist in Trust, Wills & Probate preferred
  • Knowledge of income, gift and estate tax laws
  • Notary Public
  • 3 years minimum experience in the area of Estate Planning to start
  • Additional on-going courses and continuing education programs in the area of Estate Planning
  • Prefer Advance Planning experience
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningtax lawsclient engagementdocument preparationclient intakedraft reviewfinancial advisingnotary publicadvanced planning
Soft Skills
communicationclient relationsorganizational skillsattention to detailproblem-solving
Certifications
California State Bar LicenseState Bar Certified Specialist in Trust, Wills & ProbateNotary Public