Description
Desire amazing work culture with a rapidly growing team? We are a very tight-knit Estate Planning Law firm in Austin and San Antonio, Texas, and we seek an experienced Associate Attorney to join our expanding family.
Are you an associate attorney who craves personal and professional growth, has a proven track record of implementing positive and impactful change and demonstrates creativity with managerial skills? We take great pride in our incredible culture, a growth-minded team-centered firm with a compassion-driven counsel approach to how we collaborate with clients. Our Core Values lead with Family First. Our founding attorney invests extensively in personal and professional development for every team member. Every morning starts with a firm-wide team meeting to set each one of us up for success.
We seek an Estate Planning and Probate Attorney who wants to develop with our growing law firm and make a difference in the Greater Austin - San Antonio Corridor. It's one of the fastest-growing areas in the United States, and our fast growth means we need an experienced Associate Attorney! Built on solid client referrals and deeply rooted local connections, we are incredibly proud of the service and heart we emulate throughout Texas.
We're pursuing an experienced and leadership-minded Estate Planning and Probate Attorney for our full-service Estate Planning, Probate, Guardianship, Medicaid, and Trust Administration office. Our boutique firm is expanding & thriving, offering professional counsel in a wide range of estate planning and administration matters – from preparation to administration. We're passionate about inspiring confidence in clients by listening to their needs, understanding their goals, and providing solid legal solutions.
Are you a self-starter who can work on a team and work independently? Do you dream about growing with a well-established firm and making a difference with your creative ideas and strong client connection skills? Then, we're ready to welcome you to our family. We offer a desirable compensation plan based on your demonstrated background. So, apply today to get the conversation started!
The compensation, bonus, and work-life integration plan are conditional on your previous background.
Requirements
Responsibilities:
- Design simple to complex Estate Planning packages that honor clients' needs & wishes utilizing Lipman’s Westlaw and Wealth Counsel from scratch for personalized and complex estates.
- Review and draft comprehensive estate planning packages, including wills, trusts, and powers of attorney.
- Advise clients regarding retirement plans, charitable giving, and insurance options.
- Discuss plans with clients concerning incapacity, Medicaid planning, and distributing assets.
- Conduct initial consultations for estate planning, probate, and Medicaid planning clientele, as necessary.
- Must be comfortable with contemporaneously tracking and documenting time electronically.
- Attend court hearings and oversee paralegal work on a wide range of probate, guardianship, and trust matters.
- Communicate & engage with clients meeting in-person and virtually.
Proofread and write general and complex legal correspondence with clients. - Proofread and write general and complex legal correspondence with clients.
- Documentation and process systemization of drafting wills and trusts.
- Have a strategic and results-oriented approach to solving Clients’ problems and communicating the same to Clients in an approachable and understandable manner.
Qualifications:
- Actively licensed in good standing with the State Bar of Texas.
- Minimum five years of estate planning, probate, and guardianship experience.
- Exceptional legal research and writing skills with a strong analytical aptitude.
- Demonstrated presentation skills & a natural ability to engage with clients respectfully & confidently.
