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Job Details

Senior Estate Planning Associate Attorney

Company name
BCG Attorney Search

3-20 yrs required

Oregon, WI, United States


Posted on
Jul 17, 2024

Valid Through
Aug 16, 2024


Oregon office of our client seeks a senior estate planning associate attorney with 5+ years of estate planning experience, including planning for taxable estates. The candidate will be assuming full responsibility for the Estate Planning production pipeline, from the design of the estate plan to the delivery of work to the client. Will periodically review clients’ older plans and suggest updates. For probate and trust admin, supervising paralegals and making decisions, and appearing in court (including prep) when necessary. Answering client inquiries in a professional way with quick response time. Managing a dynamic caseload and staying way ahead of deadlines. Ensuring all legal work is completed efficiently, accurately, and on time. Tracking your work time. Reporting on all your work in progress. Work directly with clients and be the primary attorney on cases. Responsible for helping the clients and the firm accomplish their goals. Supervise the estate administration paralegal in preparing probate and estate administration petitions and related filings. Assist Fiduciaries with marshaling assets, determining immediate cash needs, determining estate debts and liabilities, and preparing an initial plan of distribution. Guiding and advising fiduciary through ongoing administration of the estate and/or trust. Assist clients effectively by understanding their needs, analyzing the situation, then strategizing and deciding on a proper course of action. Delegate to and review the work of paralegals and legal assistants. Discuss estate planning with clients to understand their needs, fears, and desires. Advise clients regarding retirement plans, charitable giving, and insurance. Help solve legal problems for clients by analyzing the situation, understanding their needs, and creating a strategic plan of action. Design estate plans that will work for clients within the client’s chosen price point. Draft wills, trusts, and powers of attorney. Collaborate with other attorneys and paralegals to effectively move files through the estate administration process. Should delegate to Paralegals and legal staff to accomplish tasks where appropriate, but you remain responsible for ensuring the timely and professional completion of the work assigned. Represent clients in court regarding estate matters. Legal research and drafting discovery, motions, pleadings, orders, judgments, and status updates. Overseeing and analyzing discovery. Monitor your caseload and move cases progressively forward and through the pipeline in accordance with defined milestones. Make recommendations on the design, deployment, and execution of policies, procedures, processes, checklists, templates, forms, etc., to create systems that run the business efficiently and profitably. Giving in-person and webcast presentations to groups of clients, attorneys, financial professionals, or potential clients. Keep your CLEs and law license up-to-date. Develop relationships with the community served and the leaders of that community. Conveys confidence in person and on the phone. Shows empathy to clients and puts them at ease during challenging times. Demonstrates exceptional communication skills. Able to hold yourself and others accountable. A go-getter with a strong work ethic. A moderate book on portable business is a plus. Must be proficient with Microsoft Office and basic case management. Should be good with basic technology. Experience with Windows 10 or 11 and Microsoft Office (Word, Excel, Outlook) is required. Experience with MS Teams, Adobe Acrobat Pro, and Actionstep is preferred. 3 years of estate and trust administration and probate experience is preferable. Must be a graduate of an accredited law school and must be licensed to practice law in Wisconsin or able to be licensed within 3 months.

Company info

BCG Attorney Search
200 South Wacker Drive, 31st Floor
United States 60606
Phone : (312) 321-9411
Fax : (213) 895-7306

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