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    Estate Planning Attorney - Philadelphia, United States - Career Development Advisors

    Career Development Advisors
    Career Development Advisors Philadelphia, United States

    3 weeks ago

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    Description

    Job Description

    • Are you just getting started in your legal career?
    • Perhaps you're looking for a shift to more of a people-centered practice?
    • Have you dabbled in basic estate planning and want to learn more?

    Welcome to the role of Estate Planning Attorney Our client, HighPoint Law Offices, PC in Chalfont, PA, is looking to add a hardworking, caring attorney to their team.

    This is an exciting and rewarding opportunity to work with families to help them protect their assets and provide for the future of their loved ones. You will be responsible for developing and executing comprehensive estate plans that include wills, trusts, and end-of-life directives. You will also provide legal advice to clients regarding their estate planning needs, tax implications, and other relevant matters. Your expertise and creativity will be essential in helping families achieve their goals. We are looking for someone who is knowledgeable, organized, and passionate about estate planning. If you are ready to take on this challenge and help families achieve their long-term goals, we would love to hear from you

    Job Responsibilities include:


    • Drafting wills, trusts, powers of attorney, and other estate planning documents


    • Advising clients in matters related to estate planning, tax planning, and probate


    • Researching and interpreting laws, rules, and regulations related to estate planning


    • Working with clients to develop a comprehensive estate plan that meets their individual needs


    • Reviewing and updating existing estate plans


    • Providing guidance to trustees, executors, and beneficiaries


    • Facilitating the transfer of assets and other property


    • Representing clients in cases involving guardianship and conservatorship


    • Consulting with financial advisors and other professionals on estate planning matters

    Job Requirements are:


    • Juris Doctorate degree from an accredited law school


    • Bar admission in PA and in good standing, NJ a plus


    • 3+ years of experience in estate planning


    • Fluency in estate planning principles and laws and/or willing to learn


    • Strong research and writing skills


    •Ability to meet deadlines and utilize case management system, Action Step


    • Ability to interpret and explain complex legal documents


    • Detail oriented with excellent organizational skills


    • Ability to effectively handle multiple tasks and prioritize deadlines


    • Excellent communication and interpersonal skills


    • Knowledge of fiduciary accounting practices


    • Experience in drafting and negotiating trust agreements or ability to learn


    • Knowledge of / commitment to learn tax laws as they relate to estates and trusts


    • Ability to assess client's personal and financial situation and form a plan accordingly

    Pay range based upon experience is $75,000 - $90,000.

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    Compensation details:

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