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Trust and Estate Associate Attorney

BCG Attorney Search Nov 10,2021 Jun 29,2020 Location USA Bonita Springs FL
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Attorney

Trusts and Estates

Max 10 yrs required

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Bonita Springs office of our client seeks associate attorney with experience. The candidate will meet with referral sources and get involved in community events and local organizations. Will assist the Managing Partner and any other Senior Attorneys on case files. Maintain a case load of their own and meet with clients. Responsible for firm presentations - community, professional, firm workshops and private workshops. Conducts meetings with prospective clients. Conducts meetings with existing clients. Is responsible for the legal/technical estate planning document review and for creating the client funding plan for each trust created. Reviews and approves all court filings, Medicaid, and VA applications. Attends weekly team meetings and the weekly marketing meetings. Reviews the firm?s weekly reports. Ensures the firm bills are paid and creates the annual budget. Conducts Synergy, Strategy and Relationship Review and follows up with the Professional Services Coordinator to ensure that a next action is communicated and documented for each Relationship Management System partner.

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