Description:

We are seeking an Associate Attorney who is passionate about helping people put well thought out estate plans in place and assist clients navigating the probate process. This is an amazing opportunity for an entrepreneurial minded attorney who aligns with our mission, vision and values which is to help our clients achieve the result they desire through honest counsel and advice, not just now but throughout their lives and beyond. Being of service to our clients is of paramount importance.

Because of how we do things, how we treat our clients, how we serve our community, our firm is growing and expanding, we want to hire an amazing attorney who is going to excel and is motivated by service.

We do not believe in one size fits all estate planning. We listen to our clients, understand what their vision for their own and their loved one's future, we then counsel and educate our clients to ensure they are well equipped to make the best decisions. Estate planning requires developing a good relationship with the client and understanding not only their financial situation and ensuring that their assets are protected but also ensuring their loved ones are protected and provided for so that they themselves can age with dignity.

Because we will also be entrusting you with the responsibility of representing our clients during an emotional, scary, and stressful time in their life our new associate must have experience preparing, investigating, and handling probate cases ranging from simple independent administrations with a will to dependent administrations. We deeply care about our clients, their families and their wishes, our goal is to have a client for life, this is a core tenet of our firm and needs to be yours.

We fiercely defend our culture and only want A Team Members. – You care, you do what you say, you have demonstrated experience and confirmable care for your clients, your firm and yourself. You meet and exceed your KPIs, you are willing to ask questions that others may feel are uncomfortable because you CARE about our clients, team members and the community.

You need to know how to find your way around the courthouse; talk to the probate clerks, witnesses, attorneys as litem, staff attorneys and prepare the clients for hearings so that they are comfortable and assured.

Core responsibilities will include:

Set legal strategy, understanding clients' goals/desired outcomes and devising a strategy to advocate for their future and the future of their loved ones
Conducting (how many per week)client meetings, set client expectations, develop a relationship of trust and mutual respect
Meeting and at times exceeding billable requirements
Oversee the process and paralegals and/or legal assistants assigned to the matter
High-level legal research for new and novel issues
Draft and review court filings, applications and motions
Represent the client and advocate for them at hearings, conferences and family meetings
Resolve creditor claims for the estate
Assist executors and trustees with administration
Help clients consider their options and possible outcomes and choosing the best solution that would achieve the clients' objectives and create a sound asset protection plan for them based on their needs
Drafting and reviewing trusts, wills and ancillary documents
Develop and create asset protection strategies
Trust administrations

In addition to your skills, you need to have the right attitude. You need to be positive; this area of the law can be quite stressful and often it is an emotional time for our clients, and we don't need to create our own drama! You must be comfortable working in a team… we work together to achieve the best results for our clients. There are no “lone wolves” here. You need to be able to not only tolerate change and growth, but you should embrace it.