Estate Planning Associate Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Associate Attorney in Cranberry Township, PA. The role involves managing all aspects of estate planning cases, including client meetings, document drafting, and communication with financial advisors. The associate will be a key point of contact for clients, ensuring excellent service and supporting the firm's mission of providing top-tier estate planning and asset protection services.

Duties

• Conduct legal research and client meetings.
• Draft and review estate planning documents.
• Oversee and supervise the funding process.
• Manage cases from initial consultation to file closing.
• Deliver sales and group community presentations.
• Assist in training team members and improving workflow systems.
• Conduct initial consultations with prospective clients.
• Engage in marketing and networking activities as delegated.

Requirements

• Licensed to practice law in the state.
• Experience with sales and public speaking.

Education

• Law degree from an accredited law school.

Certifications

• State bar admission.

Skills

• Strong communication and interpersonal skills.
• Ability to manage multiple cases effectively.
• Proficiency in legal research and document drafting.
• Comfortable with public speaking and presentations.

Benefits

• Not specified in the source.

Company info

BCG Attorney Search
125 Park Avenue, 25th floor
New York
New York
United States 10017
Phone : (212) 232-0277
Fax : (213) 895-7306