Job Details

Trusts And Estates Attorney

Company name

Organization Type

Law Firm

Job Type

Attorney

Years of Experience

Min 3 yrs required

Location

Boca Raton, FL

Date Last Verified

Nov 10,2017

Posted on

Aug 30,2015
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Attorney - Estate Planning The candidate will provide trust and estate planning advice to individuals and their families. Should possess 3 years of experience in the trusts and estates planning practice area. Should be comfortable expending the majority of efforts creating and reviewing estate plans, meeting with clients and advisors and overseeing staff in the client relationship. Job duties include: Prepare and review client projects and documents; Oversee staff and review and draft estate planning documents; and Conduct full estate reviews and provide estate planning advice to clients and their families. Proficiency and/or experience in the following software is preferred: Microsoft Office Suite 2011 (Word, Excel, Outlook, etc.); TimeMatters; WealthCounsel; Estate Planning Tools.

Company info

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Review:

"Happy Work Place"

Current Employee - Reviewed on August 18, 2017

I think that if the partners and superiors do a better job of planning on how to communicate with some of the associates better, it would make some of the projects and cases run more efficiently.

Pros : The associates that work here all seem to be happy most of the time. I think that the good pay and salary have something to do with that. I like the resources I have access to as well. I also think that the clientele is really great.
Cons : The only issues I have involve the partners and superiors not really framing their schedules to accommodate some of the associates that work on particular cases sometimes.
Current or former employee? : Current Employee

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