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ESTATE PLANNING ATTORNEY 

FLSA Status: Exempt FT

Reports to: Managing Attorney

Work Location: Grand Rapids Office

                                                      

Job Summary

The Estate Planning Attorney leads estate planning and trust review workshops, and creates and reviews estate plan documents for clients in all steps of estate planning process.  We are open to a candidate having 1-2 years of experience and having a passion for estate planning.   

We will spend time training you and helping you learn about elder law and how we handle complex situations at the David Carrier Law firm.

 

Duties & Responsibilities

 

  • Leads educational seminars on the estate planning and trust administration process:
  • 3 Secrets Workshops 
  • BluePrint Workshops 
  • Trust Review Workshops 
  • EXE Workshops
  • Funding Workshops
  • Conducts meetings with clients:
  • Initial Estate Planning Meetings
  • Composition and Trust Review Meetings
  • Signing Meetings
  • 1:1 with an attorney rather than through the group meeting (phone, virtual, or in person). 
  • Phone appointments 
  • ERC meetings 

 

  • Handles all aspects of the estate planning process including but not limited to: meeting with clients to explain the estate planning process, preparing and reviewing all legal documents required to create a trust, and handling follow-up communication with clients.
  • Meets sales/conversion goals
  • Works diligently to ensure that our client’s estate planning wishes are fulfilled during the planning process.
  • Counsels executors and beneficiaries on the benefits of the estate planning process.
  • Manages individual caseload.
  • Signs and notarizes client documents following Michigan Notary Rules.
  • Responds to inquiries from clients and staff members regarding documents, funding, fees, Medicaid, plan specifics, and other estate planning-related law information.
  • Documents each matter with careful and specific notation in applicable system after any client interaction.
  • Performs research as necessary.
  • Provides guidance, direction and approval to staff in preparation of documents for clients.
  • Reviews, coordinates and implements plans for real estate issues. Answer real estate-related questions as they arise pertaining to Firm-designed estate plans.
  • Comply with Michigan Rules of Professional Conduct.
  • Travels to satellite locations, pop-up locations, and in-home meetings, can be up to 40% of schedule.
  • May be required to work weekends or evenings as workshop and client schedule dictates.

 

 

Education and Qualifications

  • Admission to Bar in Michigan
  • Working knowledge of estate planning laws
  • Experience creating estate plans and trust documents
  • Proficient in all Microsoft office programs 
  • Excellent public speaking, verbal and written communication skills 
  • Notary Public or ability to obtain notary commission
  • Ability to travel to client and other office locations-Norton Shores, Portage, Holland/Home location is Grand Rapids.
  • Ability to market the brand, reach out to community to present information, develop partnerships with a variety of organizations who could utilize our services.

 

 

Essential Functions

  • Use of computer, mouse and keyboard
  • 30% Travel 

 

 

This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.