Jobot
Estate Planning Attorney
Jobot, Berwyn, PA, United States
Great boutique investment firm!
This Jobot Job is hosted by: Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Apply Now" button
and sending us your resume.
Salary: $70,000 - $115,000 per year
A bit about us:Our client is a boutique investment firm in Berwyn PA. They focus in 4 main areas- Investments, Financial Advisory, Business Succession, and Estate Planning.
Why join us?401K
401K Match
Dental insurance
Health insurance
Paid time off
Vision insurance
Job DetailsResponsibilities:
- Provide expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.
- Draft, review, and revise estate planning documents to ensure they are legally sound and meet the client's needs and wishes.
- Assist clients with wealth preservation planning, including advising on tax implications and strategies to protect and grow their wealth.
- Manage probate and trust administration processes, including preparing and filing necessary documents, representing clients in court, and resolving any disputes or issues that arise.
- Stay up-to-date with changes in tax and estate planning laws and regulations to ensure clients' plans remain compliant and effective.
- Build strong relationships with clients, providing exceptional customer service and working to understand their unique needs and goals.
- Collaborate with other members of the legal team to develop and implement comprehensive estate planning strategies.
Qualifications:
- Juris Doctor (JD) degree from an accredited law school.
- A minimum of 2 years of experience as an estate planning attorney.
- Experience with Tax Law
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.