Associate Attorney - Estate Planning

Mason Law & Planning Group LLC; Monument (CO); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Mason Law & Planning Group LLC in Monument, CO, is seeking an Associate Attorney to join our estate planning team and help deliver high-quality, personable services. This is an on-site role in a collaborative, growing firm.

Responsibilities include meeting clients, drafting trusts, wills, powers of attorney and healthcare directives; advising on estate and tax matters; and supporting marketing efforts and CLE attendance.

Mansioni

• Work onsite with our team, following firm systems, processes, and deadlines.
• Meet with clients to discern their wishes, engage new clients, and review current client plans.
• Draft trusts, wills, powers of attorney, and health care directives.
• Advise clients on estate, gift, GST, and income tax matters, and explain the firm’s approach to estate planning, engagements, and fees.
• Achieve annual revenue goals that are aligned with length of service, experience, and role.
• Participate in marketing activities, including public speaking, educational events and seminars, writing articles and blogs, and related activities.
• Attend CLE as necessary to maintain competence and credentials.
• Provide support to our team with tasks as required.

Descrizione del lavoro

Mason Law & Planning Group, a leading estate planning law firm in Monument, CO, is looking to add one Associate Attorney to help deliver high-quality, personable services as part of our growing team.

As an Associate Attorney with our team, your responsibilities will include the following:

• Work onsite alongside our team in a collaborative and efficient manner, following our firm's systems, processes, and deadlines
• Meet with and/or communicate with clients to discern their wishes, which include engaging new clients and reviewing current client plans
• Draft appropriate documents including Trusts, Wills, Powers of Attorney, and Health Care Directives
• Advise clients on estate, gift, Generation-Skipping Trust (GST), and income tax matters; explaining the firm's approach to estate planning, engagements, and fees
• Achieve annual revenue goals that are established in line with your length of service, overall experience, and role
• Participate in marketing activities, including public speaking engagements, educational events and seminars, writing articles and blogs, and other activities as necessary
• Attend CLE as necessary to maintain competence and credentialing
• Provide support to our team with like tasks and others as required

At Mason Law & Planning Group, we provide comprehensive estate planning, wealth management, and strategic business services. We value lifetime relationships and help clients through all life's transitions. Our team of dedicated and experienced attorneys tackles the important work of protecting clients' assets and carrying out their wishes just as we would our own family. Our firm has been successfully advising clients since 2012 and has doubled in size and revenue in the past two years. Together, we have helped countless clients create and implement complex strategies regarding their estates, businesses, charitable donations, and more.