Description

We are actively expanding our team and are especially interested in attorneys licensed in California, New York, Florida, Hawaii, Nevada, Oklahoma, Arkansas, North Carolina, North Dakota, South Dakota, Mississippi, Massachusetts, and New Jersey. We welcome applications from licensed attorneys in all states who are interested in our unique model. If your state is not listed, we still encourage you to apply or reach out to learn more about our continued expansion plans.

As an attorney at eLegacy Law, you must be able to lead and motivate team members, thrive in a busy, team-oriented environment, and communicate in a professional, client centered manner using video conferencing technology.  Although we may not be in the same room, we connect personally and provide an exceptional client experience.  Following our 5-Step process, you, and your team, consisting of a dedicated paralegal and client relations coordinator, will provide expert legal advice while creating comprehensive trust and will-based estate plans.  

Job Duties:

•         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

Position Details: 

• REMOTE & In-person opportunities available
•  Salary $90,000-$140,000 DOE

Office Hours: 

8am-5pm PST Monday through Friday (Office closed to clients on Fridays 12pm-5pm PST)

Requirements

Desirable Qualifications

•         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