Estate Planning Associate Attorney — Client-Focused Growth

Mason Law & Planning Group LLC; Monument (CO); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Description du poste

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.