Estate Planning Attorney
$80k - $150kLevine Haddad & Gregory, LLC
Job Description
Job Description
Benefits:
- 401(k)
- Free food & snacks
- Paid time off
- Drafting estate planning documents ranging from basic to advanced, and navigating sensitive family and financial matters
- This role requires exceptional interpersonal skills and the ability to develop and maintain long-term client relationships
- Demonstrate expertise in drafting and implementing estate planning documents
- Understanding of estate, gift and generation-skipping transfer tax laws
- Excellent communication, negotiation and problem-solving skills
- Medical, Dental and Vision Insurance
- Summer Fridays
- 401(k)
- 8+ holidays and discretionary time off structure
- 17 personal days per year (vacation, sick or otherwise)
- Incentive compensation: you will receive 10% of all closed business you bring to the firm which was not sourced through our clients, referrals or other relationships.
- Advise clients on all aspects of estate planning, including wills, trusts, powers of attorney, advance directives, medical powers of attorneys and tax strategies
- Draft, review and revise estate planning documents tailored to individual client needs
- Manage complex estates, including those involving business interests, charitable giving and multi-generational planning
- Collaborate with financial advisors, accountants, and other professionals to create integrated estate plans
- Stay current with federal and state laws impacting estate planning, probate and tax matters
- Foster trust and rapport with clients through clear communication, confidentiality and responsive service
Vacancy posted 10 days ago
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