What are the responsibilities and job description for the Senior Attorney - Estate Planning position at The Chubb Law Firm?
Job Description
Job Description
Are you looking for a better work / life balance and a four-day work week? This this might just be the role for you! Our energetic & passionate law firm is looking for an experienced attorney who is ready to help our firm grow. The prime candidate will provide comprehensive legal advice and guidance to clients regarding their estate planning, special needs planning, and / or elder law needs. You will work closely with clients to develop personalized estate plans that meet their objectives and ensure their assets are protected and distributed according to their wishes. If you can lead the way with excellent research and writing skills, easily use today’s technology, and communicate effectively across all levels, we would love to connect!
Responsibilities
Passionate about serving and guiding the geriatric and special needs populations
Draft a variety of legal documents, including wills, trusts, and ancillary documents, utilizing firm templates and designated software
Work with clients to review legal documents and offer comprehensive feedback and analysis to ensure the effectiveness of their estate plans
Work to make client satisfaction a top priority, finding a quick resolution to client complaints and concerns
Represent the firm in the community by participating on boards, committees, and other community groups, when appropriate
Collaborate and verify the accuracy and completeness of legal documents drafted by staff
Work efficiently and make recommendations to improve processes and be well organized to ensure clients’ files move smoothly through the office
Conduct review meetings with clients to ensure their estate planning documents align with their initial goals and objectives.
Oversee paralegals, law clerks, and administrative staff
Qualifications
Must be able to handle a heavy caseload with little supervision
Over 3 years experience (5-7 years preferred) in Estate Planning or Elder Law focused firm environment. Understanding of California law required. Understanding of Medi-Cal programs and eligibility, SSI and SSDI, a plus.
Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of California
Decision-making, problem-solving, interpersonal skills, and communication skills are a must
Proficiency with Microsoft Office suite is necessary
Compensation :
- 85,000 - $120,000 based on experience
Who We Are
The Chubb Law Firm is a boutique law firm in Folsom, California focusing on elder law, special needs, and modern estate planning (no litigation). Every day, we help people protect everything they have and everyone they love by creating custom plans for modern families and creating peace of mind. We believe in persistence, trust, and relationships. Our mission is to help people and bring them peace of mind during times that can be very chaotic.
Our firm is a small, close-knit group of professionals with very high service standards. We value our team and have a cooperative work environment.
We offer Flexibility to support your work / life balance!
Benefits
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Salary : $85,000 - $120,000