Job Details

Estate Planning Associate Attorney

Company name

BCG Attorney Search

Organization Type

Recruiter

Job Type

Attorney

Date Last Verified

Jun 09, 2021

Years of Experience

2-10 yrs required

Location

Garden City, NY, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
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Profile

Gardenville office of our client seeks associate attorney with 3+ years of experience in review and finalization of estate planning documents: Last Will and Testament, Advance Directives, Trust and more. The candidate keeps cases organized by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case status with attorney. Helps develop cases by maintaining client contact; scheduling execution of documents; preparing and forwarding drafts of advance directives; preparing and filing deeds; generating action plan reports. Answering incoming calls and routing appropriately. Keeps clients informed by maintaining contact; communicating case progress. Maintains case costs by verifying outstanding balances with attorney, clients, and providers. Updates job knowledge by participating in educational opportunities; reading professional publications. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments. Enhances attorney effectiveness by developing case information, client contact, finalization of documents. Maintains client files. Experience with Hot Docs and Time Matters are a plus.

Company info

BCG Attorney Search

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