What are the responsibilities and job description for the Senior Estates and Probate Attorney position at Gravis Law, PLLC?
Description
A Senior Estates and Probate Attorney is high-level attorney with a practice focused on Estates and Probates for at least 7 years. The successful Senior Estates and Probates attorney is self-directed and thrives with supported autonomy. The Senior Estates and Probates Attorney generally receive a substantial portion (approximately 60%) of their work through Gravis Law’s lead generation and marketing and/or other attorneys in the office. A high-level Senior Estates and Probates Attorney is expected to generate a portion (40%) of their own billable work. Attorneys have access to coaching and support services for business development and networking. The Firm prioritizes a work-life integration, a collaborative culture, and a competitive compensation & incentive structure that is unique to the industry.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Understand and keep up to date on state and federal estate planning laws, as well as any relevant case law
- Advise clients on the best way to structure their assets and affairs to minimize taxes and maximize asset protection
- Prepare wills, trusts, powers of attorney, and other estate planning documents for clients
- Assist clients with probate, trust, and estate administration matters
- Help clients plan for incapacity through the use of advance directives
- Work with clients’ financial advisors and insurance agents to coordinate the overall estate plan
- Review clients’ existing estate plans and make recommendations for changes
- Educate clients on estate planning topics such as gift giving, charitable giving, and asset protection
- Keep abreast of new developments in the field of estate planning and advise clients accordingly
- Serve as a resource to clients’ family members and other advisers
- Handle litigation matters related to estate planning, such as will contests and trust disputes
- Represent clients in court when necessary
The Attorney is expected to meet all Quarterly Collection Requirements. Additional information about the Quarterly Collection Requirement and the Attorney Bonus Program has been provided to the Attorney for review and signature.
Requirements
MINIMUM REQUIREMENTS*:
- Excellent writing and interpersonal skills.
- Demonstrated expertise in drafting wills, trusts, powers of attorney, and other estate planning documents
- Juris Doctor degree from an American Bar Association accredited law school.
- Admission (or eligibility for reciprocal admission) to the bar in the state in which you intend to practice.
- Typically, 7-10 years of experience as an attorney.
*Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted.
ATTORNEY EMPLOYEE BENEFITS AT GRAVIS LAW: Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include:
Wage: Annual Salary from $130,000 based on experience.
Benefits:
- Insurance: Medical, dental, vision and life insurance
- Retirement: 401(k) plan with company matching
- Paid time off: Attorneys receive unlimited PTO for Vacation/Sick days
- Paid Federal Holidays
- Paid Volunteer Time Off: Up to 16 hours annually
Other Compensation: Opportunity to cross train and grow within the organization
Bonus Program: Attorneys are also eligible to participate in the Attorney Bonus Program
Equal Pay.
WORK ENVIRONMENT/CONDITIONS/PHYSICAL DEMANDS
Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of the Sr Estates and Probate Attorney. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Salary : $130,000 - $150,000
