Associate Attorney

Position Summary— Performs a wide variety of Attorney functions with a focus on Estate Planning, Business Planning, Probate, and Trust Administration. We are currently seeking to fill two positions within our estate planning practice:

• Senior Level Attorney

This position requires a minimum of three (3) years of experience in estate planning, with a strong preference for candidates who have worked extensively with high-net-worth clients and are familiar with WealthCounsel drafting software or similar tools.

• Junior Level Attorney

This position is ideal for a newer attorney with at least one (1) year of experience in estate planning. Candidates should demonstrate a solid understanding of core estate planning principles and a strong interest in developing a long-term career in the field.

Responsibilities include, but are not limited to, the following:

• Meeting with and/or communicating with clients to discern their wishes (engaging new clients and reviewing current client plans).
• Drafting appropriate documents including Trusts, Wills, Powers of Attorney, and Health Care Directives.
• Advising clients on estate, gift, GST, and income tax matters, and explaining the firm’s approach to estate planning, engagements, and fees.
• Supporting other attorneys, paralegals, and support staff with the above tasks as required.

Revenue – The associate attorney will be responsible for the revenue goals that have been set at the beginning of the year for each individual Associate Attorney, in line with your time with the company, experience, and role.

Marketing & Events– Participates in firms marketing activities, including public speaking engagements, educational events and seminars, writing articles and blogs, and other activities as necessary.

Continuing Education – Attend CLE as necessary to maintain competence and any credentialing.

Other Duties — Attorneys must undertake whatever duties are necessary in order to fulfill the business needs. This may involve providing support to other functional areas of the Company. Attorneys, paralegals, and administrative staff all work together for the firm and for the benefit of its clients. In a law office such as ours, everyone is required from time to time to “pitch in” and help others when workloads so demand.

Qualifications & Skills —

• J.D. Degree and license to practice law in the state of Colorado, in good standing with the Colorado State Bar.
• Excellent communications skills – both oral and written.
• Attention to detail, solid organizational skills, and ability to prioritize tasks.
• Ability to anticipate client’s needs, assess problems, find solutions, and expect the firm’s needs to avoid surprises and unpreparedness for anyone.
• Proven client relationship skills, including the ability to lead in-person client meetings, engage new clients, advise current clients, and draft estate and business planning documents.

Supervisory responsibilities — Direct Reports include Lead Paralegals and Paralegals.

Position type and expected hours of work — Full-time, regular employee. Normal office hours. Additional hours may be required for travel, events, and fulfilment of responsibilities.

Travel — Occasional travel within the state of Colorado might be required up to twice per month.

Equal Opportunity Employer — Mason Law & Planning Group, LLC is committed to providing an environment that is free from discrimination and harassment based on race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity/expression, or pregnancy in its employment, programs, services and activities, and, in certain circumstances, marriage to a co-worker. Mason Law & Planning Group, LLC is an equal opportunity and equal access institution and affirmative action employer fully committed to achieving a diverse workforce and complies with all Federal and Colorado State laws, regulations, and executive orders regarding non-discrimination and affirmative action.

Job Type: Full-time

Pay: $90,000.00 - $150,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Please submit a cover letter with your resume. A cover letter is an extremely important part of a job application. Without it we have no idea why your work history, experience or personality would be a good fit for our firm. Applications without an attached cover letter will not be reviewed.

Experience:

• Estate planning: 1 year (Required)

License/Certification:

• Colorado Bar License (Required)

Ability to Relocate:

• Monument, CO 80132: Relocate before starting work (Required)

Work Location: In person