Note: The job is a remote job and is open to candidates in USA. eLegacy Law is changing the way estate planning is accomplished and how attorneys work. They are seeking licensed attorneys to create comprehensive estate plans that accurately reflect clients' Life Plans while enjoying a work/life balance in a virtual environment.
Responsibilities
- Drafting concise, professionally written legal documents and correspondence
- Preparing and reviewing estate planning documents using WealthDocx® software
- Meeting with clients, advisors, and other professionals to design, draft and implement estate plans and strategies virtually, on the phone, or in person
- Supervising, reviewing and editing answer files, deeds, assignments and other documents prepared by paralegal
- Drafting and recording deeds
- Communicating with clients, financial advisors and other third parties to coordinate funding of trusts and making appropriate designations under retirement plans and insurance policies
- Other duties as assigned
Skills
- Licensed attorney in Alaska, Arizona, California, Florida, Hawaii, Idaho, Nevada, Oregon, Utah, Washington, or West Virginia
- Ability to lead and motivate team members
- Thrive in a busy, team-oriented environment
- Communicate in a professional, client-centered manner using video conferencing technology
- Drafting concise, professionally written legal documents and correspondence
- Preparing and reviewing estate planning documents using WealthDocx® software
- Meeting with clients, advisors, and other professionals to design, draft and implement estate plans and strategies virtually, on the phone, or in person
- Supervising, reviewing and editing answer files, deeds, assignments and other documents prepared by paralegal
- Drafting and recording deeds
- Communicating with clients, financial advisors and other third parties to coordinate funding of trusts and making appropriate designations under retirement plans and insurance policies
- J.D. and licensing in relevant state
- Proficient in WealthDocx® drafting software (training is available)
- Proficient in Microsoft Office, specifically Outlook, Word, and Excel
- Experience with estate planning
- Experience with trust administration and probate law a plus
- Extreme attention to detail
- Strong oral and written communication skills
- Cool under pressure and always helpful with clients – clients come first
- Must be able to effectively multi-task, manage time-sensitive matters, and exhibit exceptional organizational skills in a fast-paced environment
Company Overview
eLegacy offers virtual estate planning with accredited planners, focusing on personalized plans from home. It was founded in 2020, and is headquartered in Hayden, Idaho, USA, with a workforce of 11-50 employees. Its website is https://www.elegacylaw.com.
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