Estate Planning Attorney

Base pay range

$70,000.00 / yr - $115,000.00 / yr

Overview

Great boutique investment firm in Berwyn PA. They focus in 4 main areas- Investments, Financial Advisory, Business Succession, and Estate Planning.

Job details

This Jobot Job is hosted by Ethan Goldman. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $70,000 - $115,000 per year

About Jobot

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Responsibilities

• 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

Benefits

Job Function & Industry

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