- Draft wills, trusts, and other estate planning documents in compliance with legal standards and client requirements.
- Conduct legal research on estate planning laws and regulations to provide accurate and up-to-date advice to clients.
- Meet with clients to discuss their estate planning needs, assess their goals, and develop customized estate plans.
- Review and analyze existing estate planning documents to identify any necessary updates or modifications.
- Represent clients in probate proceedings, trust administration, and other estate planning matters as needed.
- Legal Estate Planning Experience NOT required.
- Law Degree.
- Close to the Office.
- Passion to grow a company and yourself.
- The desire to contribute to a team-orientated office environment.
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Associate Attorney - Lynnwood, United States - Planning With Purpose, Inc
2 days ago
Description
Job Description
Job DescriptionWe are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, real property, Elder issues, Medicaid questions and designs, and much more. EP absolutely includes wills, trusts, power of attorneys, probates, settlement of trusts, and all related issues with traditional estate planning.
What is not traditional is Planning With Purpose's approach to EP. We are a relationally based firm that develops strategic plans for clients. We have an uncommon approach to developing relationships with our clients and are absolutely not a document production firm. I take great responsibility in mentorship and relationship of associates as well. You can expect to learn more than what you believed estate planning is about with an opportunity to grow with the firm.
Compensation:$60,000 - $85,000
Responsibilities:We are a law office that creates personalized and strategic plans to protect wealth and family values for generations. See more about our culture, benefits, and next steps at