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
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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.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy