What are the responsibilities and job description for the Estate Planning Associate position at Jacaranda Consulting Inc.?
Job Description: Attorney – Trust and Estates Practice Group
We are seeking experienced attorneys with a proven client base to join and enhance our Trust and Estates Practice Group. This position offers a unique opportunity to collaborate with a team of highly skilled professionals while bringing your expertise to an established and dynamic legal environment.
Responsibilities
- Expand and complement our existing Trust and Estates Practice Group by leveraging your experience and client relationships.
- Provide exceptional legal services in areas such as:
- Elder Law: Counseling clients on matters related to aging, incapacity planning, and elder care.
- Tax Law: Advising on tax-efficient strategies for estate planning, asset protection, and wealth transfer.
- Medicare and Medicaid Planning: Assisting clients in navigating government benefits, long-term care planning, and eligibility requirements.
- Other complementary areas that align with our firm’s capabilities and long-term goals.
- Collaborate with the firm's attorneys to deliver comprehensive, interdisciplinary legal services.
- Serve as a trusted advisor to clients, ensuring alignment with their long-term personal and financial objectives.
- Build and maintain strong client relationships to foster growth and client retention.
- Actively participate in firm initiatives, including business development and marketing efforts.
Qualifications
- Juris Doctor (JD) degree from an accredited law school.
- Active state bar membership in good standing.
- Minimum of 7 years of experience in trust and estates law, with a focus on at least one or more complementary practice areas (e.g., elder law, tax law, Medicare/Medicaid).
- Demonstrated ability to manage and grow a client base.
- Excellent written and oral communication skills.
- Strong business acumen and client-service orientation.
- A collaborative mindset and commitment to advancing the firm’s mission and goals.
Why Join Us?
- Be part of a respected and growing practice group within a supportive, collegial firm culture.
- Benefit from the firm’s established infrastructure and resources to support your practice and clients.
- Collaborate with talented colleagues across complementary practice areas.
- Enjoy competitive compensation, benefits, and opportunities for professional development.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Estate planning: 7 years (Preferred)
License/Certification:
- Bar (Required)
Work Location: In person