Associate Attorney - Estate Planning

Profile

Job Overview

A law firm seeks an Associate Attorney in Rio Rancho, NM, to focus on the design and implementation of comprehensive estate plans. This role is ideal for a professional who enjoys drafting complex legal instruments and helping clients plan for the future. The attorney will collaborate closely with the firm owner to manage a growing portfolio of estate planning clients.

Duties

• Lead initial consultation meetings and convert prospects into clients.
• Conduct client design meetings to create customized legal structures.
• Prepare high-quality Wills, Trusts, and ancillary documents using document automation technology.
• Coordinate the transfer of assets into trusts to ensure plans are operational.
• Maintain workflows within the firm's digital SOPs for a seamless client experience.
• Stay informed on New Mexico statutes and federal gift/estate tax developments.

Requirements

• J.D. from an accredited law school.
• Admitted to the State Bar of New Mexico (or pending results).
• Strong aptitude for legal technology, including document automation and cloud-based tools.
• Ability to communicate complex tax and legal concepts clearly.

Education

• J.D. from an accredited law school.

Certifications

• Admitted to the State Bar of New Mexico (or pending results).

Skills

• Proficiency in legal technology and document automation.
• Strong communication skills.

Benefits

• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Company info

BCG Attorney Search
10777 Westheimer, Suite 1100
Houston
Texas
United States 77042
Phone : (713) 270-1199
Fax : (213) 895-7306