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Estate Attorney The candidate will have significant client contact and prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney. Keep client files properly organized and up to date. Prepare wills, trusts, and power of attorney documents. Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action. Discuss plans with clients for distributing clients assets. Provide clients with information about retirement plans, charitable contributions, and insurance choices. Ensure clients understand their options. Work closely with paralegals and senior partners to promote teamwork and the best possible legal representation. Document CRM with all client-related activities. Bachelor's degree with a legal background and . degree is required. Must have 2+ years of estate planning experience. Familiarity with Conservatorships is a plus. Active membership with the ABA (American Bar Association) is needed. Should be highly organized, detailed, and self-motivated personality. Should have extensive estate planning knowledge, be admitted to the CT Bar, and have excellent verbal and written communication abilities. Great communication skills, particularly in stressful and emotional situations. Understanding of a variety of real estate matters, including title insurance, wills and trusts, property management, and litigation. Familiarity with CRM and CM programs is needed.
