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.

Duties

• Lead initial consultation meetings and convert prospects into clients.
• Conduct client design meetings to create customized legal structures.
• Utilize document automation technology for drafting Wills, Trusts, and ancillary documents.
• Coordinate asset transfers into trusts to ensure operational plans.
• Maintain workflows within the firm's digital SOPs for a seamless client experience.
• Stay updated 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.
• 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.

Skills

• Proficiency in legal technology and cloud-based tools.
• 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