Associate Attorney

Job Description:

This is an in-office role where youll be part of the daily rhythm of the firm-learning growing contributing and making a real impact on our clients and community.

What Youll Do

• Lead initial client consultations listening to each clients goals and guiding them through estate planning options
• Educate prospective clients on planning strategies and help them confidently move forward with the right plan
• Build strong relationships with clients from their first meeting through plan completion
• Draft wills trusts powers of attorney health care directives and related estate planning documents using WealthCounsel
• Ensure all documents are accurate compliant and aligned with current state and federal law
• Gather client information explain planning strategies and guide families through the estate planning process
• Review and walk clients through completed documents to ensure understanding and confidence
• Provide ongoing client support and respond to questions throughout the planning process
• Collaborate closely with paralegals and administrative staff to move matters efficiently from intake to execution
• Manage client matters from consultation through signing and completion including tracking deadlines and next steps
• Assist with and oversee signing ceremonies to ensure proper execution of documents
• Maintain organized and accurate client records in firm systems
• Participate in team meetings to review workflow deadlines and client progress
• Attend firm-sponsored seminars client appreciation events and community outreach efforts
• Represent the firm at professional and community events to build relationships and referral sources
• Stay current on estate planning law through research and continuing legal education
• Provide regular updates to the managing attorney on case status and timelines
• Contribute ideas to improve firm-wide estate planning processes and strategies

What Were Looking For

• Juris Doctor (JD) from an accredited law school
• Active admission to the state bar
• 2 5 years of experience strongly preferred
• Solid familiarity with wills trusts and probate concepts
• Strong written and verbal communication skills
• Comfort leading client consultations and helping individuals make important planning decisions
• Ability to build rapport quickly and communicate complex ideas in a clear approachable way
• Ability to work independently while thriving in a small fast-paced team environment
• Professional approachable and client-focused demeanor