Job Purpose:

To provide expert legal advice and services to clients, focusing on estate planning, asset protection, and business planning. This role involves consulting with clients, drafting legal documents, and ensuring compliance with relevant laws and regulations.


Key Responsibilities:

Client Consultation and Advisory:

• Perform consultations providing information to clients regarding legal business issues.
• Consult with clients on estate plans and strategies, offering tailored legal advice.
• Engage in special projects related to asset protection and business planning.

Document Drafting and Review:

• Draft estate planning documents for clients, ensuring accuracy and compliance.
• Review documents submitted online, providing detailed feedback and recommendations.
• Answer legal questions submitted online, offering clear and concise guidance.

Client Relationship Management:

• Build and maintain strong relationships with clients, ensuring high levels of client satisfaction.
• Consult with existing clients to review estate plans and answer questions.
• Be readily available to assist clients with their questions and concerns.

Team Collaboration and Support:

• Work directly with a team of Paralegals to assist clients efficiently.
• Lead and mentor team members, fostering a collaborative environment.
• Participate in team projects and initiatives, contributing to overall team success.

Compliance and Ethical Standards:

• Ensure compliance with federal, state, and local laws and regulations.
• Maintain high ethical standards in all client interactions and legal practices.
• Act as a role model for ethical behavior and provide guidance on ethical issues to colleagues.

Competencies:

Integrity

• Acts as a role model for ethical behavior.
• Resolves complex ethical dilemmas.
• Provides guidance on ethical issues to colleagues.

Accountability

• Oversees team projects and ensures accountability at all levels.
• Takes responsibility for team performance and outcomes.
• Coaches others in taking responsibility for their work.

Customer Focused

• Builds and maintains strong relationships with key customers.
• Anticipates customer needs and offers proactive solutions.
• Leads initiatives to improve customer service practices.

Time Management / Organization

• Plans and organizes team projects and resources.
• Implements effective time management strategies for the team.
• Anticipates and addresses potential scheduling conflicts.

Communication

• Communicates complex ideas clearly and persuasively.
• Manages difficult conversations with tact and diplomacy.
• Coaches others on effective communication techniques.

Teamwork

• Leads team projects and fosters a collaborative environment.
• Mentors and supports team members to enhance performance.
• Manages significant team conflicts effectively.

Self-Motivated

• Inspires and motivates others to achieve high performance.
• Takes on challenging projects and drives them to completion.
• Leads initiatives to improve team or department performance.

Required Qualifications:

• Licensed to practice in any state. Bar registration must be in good standing.
• Strong work ethic and professional demeanor.
• Ability to build rapport with clients.
• Excellent verbal, written, and problem-solving skills.
• A commitment to providing exceptional client service.
• Comfortable on the phone and in a fast-paced, changing environment.
• Ability to think on your feet and adapt.

Preferred Qualifications:

• Some business experience and/or investing experience.
• Experience in estate planning and asset protection.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and successful consultations.
• Document Accuracy: Quality and compliance of drafted and reviewed documents.
• Team Collaboration: Effectiveness in working with and supporting team members.
• Ethical Standards: Adherence to ethical practices and company policies.