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Associate Attorney
eLegacy
- Hayden, Idaho, United States
- Hayden, Idaho, United States
Über
Drafting concise, professionally written legal documents and correspondence Preparing and reviewing estate planning documents using WealthDocx® software Meeting with clients, advisors, and other professionals to design, draft and implement estate plans and strategies virtually, on the phone, or in person. Supervising, reviewing and editing answer files, deeds, assignments and other documents prepared by paralegal Communicating with clients, financial advisors and other third parties to coordinate funding of trusts and making appropriate designations under retirement plans and insurance policies Other duties as assigned Desirable Qualifications
J.D. and licensing in relevant state Proficient in WealthDocx® drafting software (training is available) Proficient in Microsoft Office, specifically Outlook, Word, and Excel Experience with estate planning Experience with trust administration and probate law a plus Strong oral and written communication skills Cool under pressure and always helpful with clients – clients come first Must be able to effectively multi-task, manage time-sensitive matters, and exhibit exceptional organizational skills in a fast-paced environment Office Hours:
8am-5pm PST Monday through Friday (Office closed to clients on Fridays 12pm-5pm PST)
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Sprachkenntnisse
- English
Hinweis für Nutzer
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