Estate Planning Production Attorney

Job Description

Job Description

Our expanding law firm is looking for an estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work full-time / hybrid. You will prepare documents such as wills, trusts, and powers of attorney as our estate planning attorney.

This role carries a great deal of responsibility and seeks to eliminate questions regarding how an estate should be managed. Our ideal candidate will have extensive estate planning knowledge, be a qualified attorney, and have excellent written communication abilities. Please apply if this describes you!

Compensation- $90,000 - $100,000, 401(k), benefits, and bonus

Compensation : 90,000 - $100,000

Responsibilities :

Mission : The Estate Planning Production Attorney’s primary responsibility is to review, revise, produce, and finalize Estate Planning documents that comply with the client’s ideal estate planning strategy, consistent with the client’s representation agreement and all relevant matter information on-hand, and to provide exemplary service to Estate Planning clients through the implementation of their estate planning strategy, including responding to communication and reviewing document drafts with them.

Responsibilities

• Review documents drafted by the Estate Planning Legal Paralegal for quality and accuracy before they are sent to the client for review.
• Work directly with clients on their estate planning needs and ensure that all questions are answered and all revisions are completed prior to signing.
• Revise document drafts.
• Manage Legal workflows.
• Work effectively with the estate planning team to ensure that the client experience exceeds expectations.
• Make sure all deadlines are met for review of documents and that drafts are sent to the client in the timeframe as set out in the Representation Agreement.
• Provide open and transparent feedback and communication with the Estate Planning Team and clients.

Key Performance Indicators (KPI’s)

Qualifications :

About Company

At the Law Office of Polly Tatum , we go beyond legal services—we provide peace of mind. Our firm is a trusted partner for families navigating estate planning, estate administration, and elder law challenges. We offer a collaborative, client-focused work environment where attorneys can make an impact, grow professionally, and be part of something meaningful .

If you are an experienced estate planning, elder law, and probate attorney looking for a firm that values your expertise and commitment to client care, apply today!