Estate Planning Attorney

ADP, Inc.; Grand Rapids (MI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical and Dental

EyeMed Vision

Short-term Disability

PTO and Holidays

EAP - Pine Rest

401(k) with 3% match

Job summary

The Law Office of David L. Carrier, P.C. in Grand Rapids focuses on developing comprehensive estate plans, including trusts, wills, asset protection, Medicaid applications, probate, and estate administration.

We seek an experienced Estate Planning Attorney with at least 3 years of experience to join our team. This is a salaried position with a commission structure and a client-centered workflow that emphasizes meaningfully assisting families.

Qualifications

• Must have 3+ years of estate planning and/or elder law experience.
• Dynamic, driven, and dedicated with a client-first mindset.
• Active Michigan Bar membership is required to apply.
• Strong communication and problem-solving skills.

Responsibilities

• Meet with clients to propose estate plans and discuss options.
• Close the initial meeting and follow up to finalize plans.
• Review and update estate plans as needed with clients.
• Interact with clients by phone, virtual, and in-person.
• Create posts for marketing platforms and write articles.

Skills

Estate Planning

Elder Law

Client Communication

Sales

Education

Michigan Bar admission

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Grand Rapids, MI, US

The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for our firm, located on the north side of Grand Rapids.

We focus on developing estate plans to protect the middle class. We specialize in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. We are here to help people, and we have a process that makes it as stress free as possible. Our company is unique, and so is our culture. Our firm is predominantly run by Paralegals, rather than attorneys so our attorneys can focus on our clients and work that they find interesting and meaningful.

What we are looking for in an attorney:

• Minimum 3 years of experience. Estate Planning and/or Elder Law experience strongly preferred
• Someone dynamic, driven, and dedicated
• Someone committed to the success of the firm. Our success is your success!
• Someone who is compassionate, as elder law and estate planning is sensitive work
• Someone who truly enjoys talking with and helping people
• Someone who has confidence and is a problem solver
• You must be a member of the Michigan Bar to apply

Job responsibilities will include but are not limited to:

• Meeting with clients to answer questions and propose an estate plan for them
• Handling the sales aspects of the first meeting, “closing the deal”
• Following up with clients that you met with if you were not able to “close the deal” at the initial meeting
• Meeting with clients to review their estate plans that may be outdated
• Having direct contact with clients via phone, virtual, and in-person
• Creating posts for our various marketing platforms, including writing articles, blogs, etc.

You will stand out as a candidate if:

• You have experience or interest in Estate Planning and/or Elder Law
• You have an existing client base and have experience with bringing in your own clients

This is a salaried position, with a commission structure.

• Medical and Dental
• EyeMed Vision
• Short-term Disability
• PTO and Holidays
• Pine Rest – Employee Assistance Program (EAP)
• 401(k) with 3% match

Estate Planning and Elder Law are the only areas we practice in. We are dedicated to being the best at what we do and providing the absolute best service and plan for our clients.