Estate Planning Attorney

Anderson Business Advisors; Provo (UT); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Onboarding program

No-cost health benefits

401(k) matching

Paid time off

Gym subsidy

Job summary

Anderson Business Advisors seeks an experienced estate planning attorney to draft living trusts and estate plans, primarily by phone with nationwide clients, and to meet with prospective clients to tailor comprehensive plans.

The role includes presenting at seminars across the country, conducting follow-up consultations, and collaborating with the tax and planning teams to ensure integrated client services.

Qualifications

• Juris Doctor (JD) degree from an accredited law school.
• Licensed to practice law in any state; Bar registration in good standing.
• 1-3 years of experience in estate planning or probate.
• Strong public speaking and client-facing skills.
• Self-motivated with a commitment to continuous learning and professional development.

Responsibilities

• Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.
• Meet with prospective clients to design estate plans and offer services.
• Consult with existing clients over the phone to review and update their estate plans.
• Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.
• Provide follow-up consultations to seminar attendees to convert leads into clients.

Skills

Estate planning

Public speaking

Client consultation

Business development

Education

Juris Doctor (JD)

Job description

To provide expert legal advice and services related to estate planning, including drafting living trusts, wills, and other estate planning documents. This role involves working closely with clients nationwide, speaking at seminars, and collaborating with other departments to ensure comprehensive client service.

Key Responsibilities:

Client Consultation:

• Draft and consult with clients on living trusts and estate plans, mostly by phone with clients nationwide.


• Meet with prospective clients to design estate plans and offer services.


• Consult with existing clients over the phone to review and update their estate plans.


• Speak at live seminars across the country, engaging and educating attendees on estate planning and asset protection.


• Provide follow-up consultations to seminar attendees to convert leads into clients.

Client Management:

• Serve as a liaison with Anderson's tax and other planning departments to ensure integrated client services.


• Manage client relationships, ensuring satisfaction and addressing any concerns or questions.

Special Projects:

• Engage in special projects related to client matters involving estate planning, consulting, and research.


• Stay current with changes in estate planning laws and best practices to provide the highest quality service to clients.

Required Qualifications:

• Juris Doctor (JD) degree from an accredited law school.


• Licensed to practice law in any state. Bar registration must be in good standing


• 1-3 years of experience in estate planning or probate.


• Strong public speaking skills and ability to engage audiences.


• Self-motivated with a commitment to continuous learning and professional development.

Preferred Qualifications:

• Experience in estate planning, tax advisory, or related fields.


• Strong interpersonal and communication skills.


• Ability to work independently and as part of a team.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.


• Document Accuracy: Quality and accuracy of estate planning documents.


• Seminar Effectiveness: Success in engaging and converting seminar attendees to clients.


• Team Collaboration: Effectiveness in working with team members and other departments.


• Professional Development: Commitment to continuous learning and improvement.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 6 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work for 6 consecutive years by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.


• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.


• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.


• Plan for the future with a 401(k) matching program


• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 7 paid company holidays.


• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.