Job details
Salary up to $100,000 a year job type full-time number of hires for this role 1
Qualifications
Estate planning: 3 years (required)
California bar license (required)
Full job description
Cookman law, pc is a boutique law firm in palo alto specializing in estate planning and special needs planningOur firm prides itself on offering custom plans for our clients – one size does not fit allWe offer a team approach to our clients and we listen and answer all their questionsWe specialize in special needs planning and about half of our clients have a loved one with various special needsWe are looking for an associate attorney to join our team.
This 100% virtual position allows a california-licensed attorney to live and work in any state in the u.sAnd interact with california clients in estate planning mattersWe are also offering a flexible schedule.
We are offering 32+ hours per week with a salary commensurate with experience.
Our ideal candidate:
Has a california bar license (required)
Has a j.dDegree in california (required)
Has additional licensure or education, such as llm, mba, or cpa (helpful but not required)
Has 3-5 years of relevant estate planning experience
Has excellent communication skills, both oral and written
Is compassionate and understanding towards the special needs community
Has excellent attention to detail, solid organizational skills, and ability to prioritize tasks
Has demonstrated experience with relevant firm software programs such as microsoft office applications (word, outlook, excel), google docs, slack, and the firm’s case management software (lawmatics and practice panther or similar crm software)
Has experience with wealthdocx drafting program (helpful but not required)
Works well independently and as part of a team
Has a good sense of humor
The duties for this position include but are not limited to:
Meet with clients to discuss their estate planning wishes and advise on estate, gift, gst and income tax matters, plus california property tax matters
Draft and review estate planning documents via wealthdocx, including revocable trusts, special needs trusts, dynasty trusts, wills, powers of attorney, and health care directives
Communicate with clients via mail, email, zoom and telephone to keep matters moving forward, and make certain that efforts of the firm’s support staff are in tune with the client’s needs
Advise clients on funding their trusts and follow-up to make sure funding process is completed
Work closely with paralegal and other support staff on trust administrations, probates and conservatorships
To apply for this position, please submit a detailed resume and a cover letter telling us why you are searching for a new position why you are the best fit for the position.
No phone calls or in-person applications will be considered.
Job type: full-time
Pay: up to $100,000.00 per year
Benefits:
Health insurance
Paid time off
Retirement plan
Application question(s):
Do you have a j.dDegree in california?
Experience:
Estate planning: 3 years (required)
Wealthdocx: 1 year (preferred)
License/certification:
California bar license (required)
Work location:
Fully remote
Work remotely:
Yes
Work location: remote
