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ESTATE PLANNING ATTORNEY

Company name: Heritage Law

Job location: Greenville, SC (On-site)


JOB TITLE: Attorney - Estate Planning & Probate/Trust Administration


POSITION SUMMARY:

Heritage Law is a predominantly Estate Planning and Probate/Trust Administration firm based in Greenville, South Carolina. We are seeking an Associate Attorney with 1-4 years of experience. Estate Planning and Administration background required. Job entails significant client contact. Candidate must have strong communication and interpersonal skills. Must enjoy interacting face-to-face with people of different age groups.


PRIMARY RESPONSIBILITIES:

· Meet with prospective clients for consultations and gather all necessary information to make planning recommendations

· Engage clients to move forward with preparation of estate planning documents

· Review drafts of estate plan to ensure that plan meets client’s needs and wishes, along with any recommendations made to client

· Conduct document signing appointment with client, including notarization of all documents, explaining the plan and answering any questions or addressing any concerns that they may have

· Respond to any client phone calls or e-mails

· Keep detailed notes of all meetings and phone calls (either electronically or hand-written) and make sure that notes are maintained inside the client file

· Work with probate and trust administration paralegal for all post-death matters


REQUIRED SKILLS:

Telephone/Meeting Etiquette, Oral Communication Skills, Written Communication Skills, Supervisory Skills, Legal Terminology, Interpersonal Skills, Organization, Planning, Proofreading and Grammatical Skills, Time Management, Computer Literacy


PREFERRED QUALIFICATIONS:

· Knowledge of Microsoft Office and Google Calendar

· Knowledge of Clio as practice management software

· Knowledge of Wealth Counsel Wealthdocx


EDUCATION/TRAINING:

Licensed attorney by South Carolina State Bar; Notary Public; 1-4 years’ experience in the areas of Estate Planning and Probate/Trust Administration


* Please submit resume and salary requirements to: greenvillescattorneyposition@gmail.com


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