Estate Planning Attorney

BCG Attorney Search; Meridian (ID); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Ongoing education

Job summary

BCG Attorney Search seeks an Estate Planning Attorney in Meridian, ID to guide clients through estate planning, draft documents, and support marketing efforts to enhance client relationships and community presence.

The role involves reviewing and updating plans, preparing documents, and coordinating signing meetings, with opportunities to refer clients to affiliated financial advisors. Idaho bar admission required, 1–3 years in estate planning preferred.

Qualifications

• Licensed attorney in Idaho State Bar.
• Idaho State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Knowledge of income, gift, and estate tax laws.
• Notary Public certification.
• 1–3 years of Estate Planning experience.

Responsibilities

• Conduct initial consultations with prospective clients and gather necessary information for planning recommendations.
• Review and update existing clients' estate plans as needed.
• Prepare estate planning documents and related forms.
• Schedule document signing meetings and coordinate with clients.
• Identify opportunities to refer clients to affiliated financial advisors.
• Maintain detailed notes on client interactions and communications.
• Participate in marketing opportunities and collaborate with the operations manager.
• Work both in-person and remotely as required.

Skills

Communication

Legal terminology

Organizational skills

Time management

Interpersonal skills

Education

Idaho State Bar licensed attorney

Job description

Job Overview

A law firm seeks an Estate Planning Attorney in Meridian, ID. The role involves guiding clients through estate planning processes, drafting legal documents, and participating in marketing initiatives to enhance client relationships and community presence.

Duties

• Conduct initial consultations with prospective clients and gather necessary information for planning recommendations.
• Review and update existing clients' estate plans as needed.
• Engage clients in the preparation of estate planning documents.
• Complete necessary process forms for paralegals.
• Schedule document signing meetings within a specified timeframe.
• Review estate plan drafts to ensure alignment with client needs and recommendations.
• Conduct document signing appointments, including notarization and explanation of plans.
• Identify opportunities to refer clients to affiliated financial advisors.
• Respond to client communications promptly.
• Maintain detailed notes on all client interactions.
• Participate in marketing opportunities and collaborate with the operations manager.
• Work both in-person and remotely as required.

Requirements

• Licensed attorney by Idaho State Bar.
• Idaho State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Knowledge of income, gift, and estate tax laws.
• Notary Public certification.
• 1-3 years of experience in Estate Planning.

Education

Licensed attorney by Idaho State Bar.

Certifications

• Idaho State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Notary Public.

Skills

• Strong oral and written communication skills.
• Proficiency in legal terminology and computer literacy.
• Excellent organizational and time management skills.
• Interpersonal and supervisory skills.
• Attention to detail in proofreading and grammar.

Benefits

• Opportunities for ongoing education and professional development in Estate Planning.