Estate Planning Associate Attorney at ELLIOTT FELDMAN LAW GROUP

Want to work 100% remotely as a full-time Estate & Trusts Associate Attorney in a fast-growing, boutique, multi-state law firm?

Are you the type of lawyer who likes talking with people and helping clients find solutions to their problems?

Do you want to be an attorney who works as being the client’s trusted advisor, but doesn't like the drudgery of the paperwork and data entry?

Well, this Estate & Trusts Associate Attorney position is the perfect fit for you as it comes with full backend paralegal support, which allows you to do all of the things you love to do as an attorney without getting bogged down in the things you dread the most.

Things You Will Not Have To Worry About In This Role:

• Litigation (no more fighting… this is the “happy side” of law).

• No annual billable hourly requirements (our services are billed a flat fee - a win for our clients and for you).

• Tedious drafting being all on your shoulders (you actually have a full paralegal team to support you so you can do what you love the most – being the client’s trusted advisor).

• No client prospecting requirements, no networking requirements, no cold calling friends and family begging for business (we take care of all of the client prospecting and lining up new prospective client meetings on your calendar so all you need to do is focus on being the best advisor and giving the best advice you can to the prospective clients we put in front of you).

Compensation:

$90,000 – $130,000 based on experience. 

Benefits:

• Health, Eye, Dental Insurance.
• IRA with 3% match.
• 21 Days Paid Time Off (on top of national holidays). 

$90,000 - $130,000 yearly

Your Responsibilities (Things You Will Be Doing 90%+ Of The Time):

• Review submitted client questionnaires about their facts and circumstances and Prepare Prospective Client folders in order to Prepare for Consultations with New Prospective Clients.

• You will be required to meet with new Prospective Clients and convert them into new clients of the firm.

• Once the prospective client becomes a new client, then you will be the main attorney-contact to answer any and all legal questions from the Client during their representation.

• Once the prospective client becomes a new client, then you will also need to make a clear estate design sheet to pass along to the paralegal team to assist you in the initial drafting of the plan. 

• When the paralegal team drafts the initial plan, you Must Proofread All Estate Planning Documents created for you to ensure they are carrying out the clients’ wishes and are compliant with all applicable laws.

• Meet with Clients to Review and Explain their estate planning documents to ensure they know what they are signing, provide estate plan asset funding instructions based on your legal analysis for each of the clients’ assets to help the client accomplish their goals, and set expectations for the client’s signing ceremony.

• Answer any of the Client’s asset funding questions that the funding coordinator can not answer.

Skills You'll Need For This Role:

• You must like talking to people. You must be extroverted, relatable, personable, professional, and a person who has the ability to earn people’s trust.

• Prior sales experience, whether inside the legal field or outside the legal field, is a plus, but not necessary as long as you have the traits of #1. 

• Prior estate planning experience is a plus, but not necessary as long as you have the traits of #1 (and especially have #2). 

• You must be able to talk with clients and explain their documents to them in plain English (i.e. you must have interpersonal skills, customer service, and patience with clients who need you to repeat yourself to explain a concept). Note: We will teach you how to do this, but you need to have the ability to learn and the willingness to do this correctly.

• You must be a team player and have a team player’s mindset (i.e. you need to be willing to help us and not be in this for yourself because extra hands make light work).

• You must have good project management skills (ie you need to be able to keep to a calendar).

• You must have a professional, quiet, distraction-free, home office environment during working hours since this position will be 100% remote.

• You must have a computer with a front-facing camera and a reliable black and color printer. 

• You must be a licensed attorney in the State of Florida (being licensed in Ohio is a plus, but not necessary).

About Elliott Feldman Law Group –

Elliott Feldman Law Group is a boutique law firm handling estate planning matters and is looking for the right estate & trusts attorney to join our growing team. We believe that people are much more than just their physical assets, and we work hard to make sure that both physical and intangible assets are passed down to loved ones. If you share this passion, you might be THE ONE. 

Applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. If you are looking to make a difference in someone’s life and work for a company that is best in class, who will value your consistent effort, and who has opportunities for growth – congratulations – your search is over!