02/11/2021
Who We Are:
At Estate Planning Solutions Law Firm, Prof. LLC, our legal team has substantial experience planning for families, businesses, farms, and high net worth estates. Our legal team regularly develops and implements customized estate plans for clients and their families with the goal of facilitating the wealth transfer process while maintaining family harmony and minimizing the family’s overall tax burden. We are known for our expert legal advice and the responsive, empathetic and non-intimidating service we provide to our clients.
We understand that we can’t give our clients the best service without first investing in our employees. At Estate Planning Solutions Law Firm, you’ll find inspirational leadership, thorough on the job training, flexible work schedule options, competitive pay, and a collaborative and friendly culture. We can’t wait to meet you!
Essential Job Functions:
• Responsibilities include all facets of trust and probate administration, including
o Meeting with clients, trustees, and family members
o Communicating with beneficiaries
o Drafting correspondence and legal documents
o Preparing deeds, inventories of clients’ estates, and probate pleadings
o Assisting with the preparation of federal estate tax returns and gift tax returns
o Reviewing bank statements, notarizing and filing documents, mailing notices
o Organizing and maintaining client files
• Work with attorneys to gather information and prepare estate plans and other legal documents, including, but not limited to, trusts, wills, durable powers of attorney, health care directives, and amendments
• Assist with funding trusts and other entities, including preparation of deeds and assignments
• Guide clients through legal documents and manage client signing processes
Requirements:
Our ideal candidate will possess:
• Two or four year degree in a related field
• Two or more years of experience in a legal, accounting, banking, office management or similar role where organization, detail orientation and following processes is required
• Excellent math and computer skills
• Exceptional problem solving, analytical skills, and proofreading skills
• High attention to detail, efficient work habits, and a willingness to learn
Must be a highly motivated individual with a positive attitude who possesses strong communication skills, is extremely empathetic, and prioritizes offering the highest level of service to our clients. Professionalism and teamwork are highly valued in our office, so the best candidate for the role will work well with attorneys, co-workers, clients, and their advisors, such as accountants and financial planners. Must be deadline driven and a self starter.
