Job Description

Job Description

Job Description

Salary:

Estate Planning Attorney Job Description

Kinghorn Law | Financial exists to empower individuals and families to achieve peace through educating, coaching, and serving with love and compassion. It is our purpose and our passion. Our firm, our team, and our service are driven by our core values: Extreme Ownership, Dignity, Warmth, Education, and Community.

To be a member of the Kinghorn Law | Financial team, team members must align with and strive to live within our core values:

1. Extreme Ownership: Embracing absolute responsibility for every facet of your sphere of influence, ensuring unwavering commitment to fulfilling promises and deadlines. Acknowledging mistakes openly, actively resolving issues, and taking decisive actions to uphold and restore integrity.
2. Dignity: Upholding respectful excellence. Honoring the inherent worth of every individual while exceeding expectations, excelling in quality, and relentlessly pursuing excellence in our work, communication, products, demeanor, and presentation every single day.
3. Warmth: Sharing an effect of brightness and comfort and setting another at ease through empathy and sincerity. Smiling with our eyes and in our countenance.
4. Discovery: Intentionally inviting truth and possibility to help people learn and understand--enlightening peoples lives.
5. Community: A diverse team unified by our desire to serve our clients, each other, and the community. Its the feeling of belonging.

Kinghorn Law | Financial advises and serves families in estate planning, probate, trust administration, Medicaid/VA planning, and elder law needs. The firm provides financial services, including investor coaching, insurance, and accounting.

Position Overview

The Estate Planning Attorney is the cornerstone of Kinghorn Law | Financials service fulfillment efforts. This person is responsible for helping people achieve their estate planning goals. The Estate Planning Attorney presents to the public, consults with prospective clients, drafts and reviews estate planning documents, and manages estate administration and probate matters. This person has a high degree of responsibility and directs the efforts of other team members in client support, document production, and execution services.

Qualifications

• Juris Doctorate degree from an accredited law school
• Five to ten years experience in the legal field
• Experience interacting with clients via phone, email, and in-person.

Skills and Behaviors

• Willingness to learn and contribute to a collaborative team environment.
• Rapport with individuals of all backgrounds.
• Effective written and verbal communication.
• Ability to effectively speak publicly and connect with clients and the community.
• Ability to research, learn, and self-teach quickly and effectively.
• Ownership in tracking, managing, and self-directing competing priorities to meet internal and external deadlines.
• Professional appearance and demeanor.
• Strong attention to detail and ability to create and proof documents with a meticulous eye.
• Exercises confidentiality and good judgment in all matters.
• Timely and dependable team player.
• Flexible and adaptable to new tasks, processes, or areas of support.
• Strategic problem-solving with an eye for continuous improvement.
• Adherence to all company or department policies and protocols.
• Exudes and upholds firm Core Values.
• Non-smoker preferred.

Physical Demands and Travel

• Can sit for extended periods of time at a computer.
• Can move from room to room to conduct or attend meetings.
• Can travel by car, rail, and/or airplane to training workshops, events, or conferences.

Roles and Key Responsibilities

• Seek out personal and professional development.
• Lead public and private workshops.
• Conduct initial client consultation meetings with prospective clients.
• Meet and exceed performance and revenue targets.
• Direct the Production Paralegal in drafting custom estate planning documents.
• Draft special language as required for a clients estate plan.
• Review/proof completed estate plans for accuracy and completeness.
• Conduct document signing meetings when needed.
• Answer clients legal questions pertaining to their estate plans. Direct and delegate appropriate non-legal advice questions to support team members.
• Actively participate in the firms marketing efforts.
• Actively cultivate professional relationships with referral sources.
• Earn 36 CLE units per year, including state-sponsored and American Academy of Estate Planning Attorneys-sponsored educational events.
• Participate in monthly and weekly team/department meetings and contribute input to law firm operations and procedures.
• Be involved in the community and organizations of interest to the firm and attorney.
• Arizona Notary.

Benefits

• Ability to profoundly impact the lives of individuals and families.
• Mentorship from experienced attorneys and other professionals.
• Personal and professional development opportunities.

This description conveys the broad spectrum of duties inherent to the position, highlighting its dynamic nature and emphasizing the commitment to uphold operational standards and provide outstanding service to clients.

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