What are the responsibilities and job description for the Associate Attorney position at Mason Law and Planning Group PC.?

Mason Law & Planning Group , a leading estate planning law firm in Monument, CO, is looking to add one experienced Associate Attorney to help deliver high-quality, personable services as part of our growing team.

Opportunity : Associate Attorney
Role : Full-time / Onsite; Focus on Estate Planning, Business Planning, Probate, and Trust Administration
Work Environment : Dedicated workspace, collaborative areas
Unique Team Approach : Based on connection, sensitivity, communication, and cooperation
Work / Life Balance : 40-45 hours / week with set deadlines and clear expectations
Benefits : Growth, development, education, training, full benefit plan, competitive compensation, bonus plan
Extras : Onsite gym
Ideal Candidate : Organized, detail-oriented, and enjoys connecting with others

As an Associate Attorney with our team, your responsibilities will include the following :

Work onsite alongside our team in a collaborative and efficient manner following our firms systems, processes, and deadlines

Meet with and / or communicate with clients to discern their wishes which include engaging new clients and reviewing current client plans

Draft appropriate documents including Trusts, Wills, Powers of Attorney, and Health Care Directives

Advise clients on estate, gift, Generation-Skipping Trust (GST), and income tax matters; explaining the firms approach to estate planning, engagements, and fees

Achieve annual revenue goals that are established in line with your length of service, overall experience, and role

Participate in marketing activities, including public speaking engagements, educational events and seminars, writing articles and blogs, and other activities as necessary

Attend CLE as necessary to maintain competence and credentialing

Provide support to our team with like tasks and others as required

To be a successful Associate Attorney with Mason Law & Planning, you will need :

Juris Doctor (JD) Degree

Current Bar license to practice law in the state of Colorado and in good standing with the Colorado State bar OR in process of obtaining Bar license or reciprocity to practice law in the state of Colorado

Four years of estate planning experience strongly preferred

Proven ability to lead in-person client meetings, engage new clients, advise current clients, and draft estate and business planning documents preferred

Highly skilled in effective and clear communication presented in a professional business manner

Ability to be a great team player and coworker

Strong interpersonal skills and commitment to exceptional customer service

Excellent active listening skills

Ability to anticipate needs, prioritize, and exercise sound judgement skills and solve problems

Ability to travel up to 10%

Proficiency in Microsoft Office and Google Suite

At Mason Law & Planning Group we provide comprehensive estate planning, wealth management, and strategic business services. We value lifetime relationships and help clients through all lifes transitions. Our team of dedicated and experienced attorneys tackle the important work of protecting clients assets and carrying out their wishes just as we would our own family. Our firm has been successfully advising clients since 2012 and has doubled in size and revenue in the past two years. Together , we have helped countless clients create and implement complex strategies regarding their estates, businesses, charitable donations, and more.

For more information on our organization, please review our website at https : / / mlapg.com If you are interested in joining our team, send us a resume & cover letter sharing with us why you wish to join Mason Law & Planning Group. We look forward to hearing from you!

Mason Law is an Equal Opportunity Employer.

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