Estate Planning Attorney
- $70,000 - $115,000
- Berwyn, PA
Great boutique investment firm!
A bit about us:
Our client is a boutique investment firm in Berwyn PA. They focus in 4 main areas- Investments, Financial Advisory, Business Succession, and Estate Planning.
Why join us?
401K
401K Match
Dental insurance
Health insurance
Paid time off
Vision insurance
401K Match
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Details
Responsibilities:
1. Provide expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.
2. Draft, review, and revise estate planning documents to ensure they are legally sound and meet the client's needs and wishes.
3. Assist clients with wealth preservation planning, including advising on tax implications and strategies to protect and grow their wealth.
4. Manage probate and trust administration processes, including preparing and filing necessary documents, representing clients in court, and resolving any disputes or issues that arise.
5. Stay up-to-date with changes in tax and estate planning laws and regulations to ensure clients' plans remain compliant and effective.
6. Build strong relationships with clients, providing exceptional customer service and working to understand their unique needs and goals.
7. Collaborate with other members of the legal team to develop and implement comprehensive estate planning strategies.
Qualifications:
1. Juris Doctor (JD) degree from an accredited law school.
2. A minimum of 2 years of experience as an estate planning attorney.
3. Experience with Tax Law
1. Provide expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.
2. Draft, review, and revise estate planning documents to ensure they are legally sound and meet the client's needs and wishes.
3. Assist clients with wealth preservation planning, including advising on tax implications and strategies to protect and grow their wealth.
4. Manage probate and trust administration processes, including preparing and filing necessary documents, representing clients in court, and resolving any disputes or issues that arise.
5. Stay up-to-date with changes in tax and estate planning laws and regulations to ensure clients' plans remain compliant and effective.
6. Build strong relationships with clients, providing exceptional customer service and working to understand their unique needs and goals.
7. Collaborate with other members of the legal team to develop and implement comprehensive estate planning strategies.
Qualifications:
1. Juris Doctor (JD) degree from an accredited law school.
2. A minimum of 2 years of experience as an estate planning attorney.
3. Experience with Tax Law
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.