Estate and Document Attorney

Jobtailor; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in Denver, CO is seeking an attorney to assist tax and wealth management teams with estate planning on a non-exclusive basis, directly engaging with clients and professionals. You will prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds and LLCs, using company templates or your own methods, while staying current with state laws.

This role emphasizes collaboration with advisors and client service for households with assets ranging from $1 million to

Qualifications

• Must be licensed to practice law in the posted state.
• Entry-level attorneys will be considered.
• Ability to conduct client meetings virtually.
• Must be able to meet clients to oversee document execution
• Excellent written and verbal communication skills.
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization
• Collaborative skills to turn ideas into strategies with tax, business, and financial advisors

Responsibilities

• Assist tax and wealth management teams with estate planning on a non-exclusive basis
• Work directly with clients and access internal Legal Directors and other professionals
• Receive hand-offs from Legal Directors to provide estate planning services
• Meet virtually or in person with clients to confirm estate planning needs
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
• Draft estate planning documents using personal methods or company templates
• Stay up-to-date with the latest state laws
• Work with an established book of business serving households with average client assets of $1 million to $10 million

Skills

Estate planning

Document drafting

Client communication

State law compliance

Time management

Collaboration

Decisiveness

Leadership

Innovation

Education

Juris Doctor (JD)

Licensed Attorney in CO

Job description

• Assist tax and wealth management teams with estate planning on a non-exclusive basis
• Work directly with clients and access internal Legal Directors and other professionals
• Receive hand-offs from Legal Directors to provide estate planning services
• Meet virtually or in person with clients to confirm estate planning needs
• Prepare revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs
• Draft estate planning documents using personal methods or company templates
• Stay up-to-date with the latest state laws
• Work with an established book of business serving households with average client assets of $1 million to $10 million

Requirements

• Must be licensed in the posted state
• Entry-level attorneys will be considered
• Ability to conduct client meetings virtually
• Must be able to meet clients to oversee document execution
• Excellent written and verbal communication skills
• Innovative and creative
• Ability to lead and be decisive
• Time management and organization
• Collaborative skills to accept and turn ideas into strategies with help of tax, business, and financial advisors

Core Competencies

Demonstrates expertise in estate planning, including the preparation of legal documents such as trusts, wills, and powers of attorney, while effectively managing client relationships and collaborating with legal and financial professionals.

Highest-signal resume keywords

• Estate Planning
• Document Drafting
• Client Communication
• Legal Licensing
• Time Management

Hard Skills

• Revocable Living Trusts
• Wills
• Powers of Attorney
• Healthcare Directives
• Deeds
• LLCs
• Document Execution
• State Law Compliance

Soft Skills

• Excellent Written Communication
• Excellent Verbal Communication
• Innovative Thinking
• Decisiveness
• Collaboration

Certifications & Qualifications

• Licensed Attorney

Industry Keywords

• Estate Planning Services
• Wealth Management
• Client Assets
• Legal Directors
• Tax Advisors
• Financial Advisors