Estate and Tax Attorney

Company: Washington Elder Law, PLLC
Location: Edmonds
Posted on: April 3, 2025

Job Description:

Position Title: Estate and Tax Attorney

Company: Washington Elder Law, PLLC

Education: Juris Doctorate



Workplace Type: on-site

Contact Name: Michelle Geehan

Contact Email: michelle@washingtonelderlaw.net

Duration: Indefinite

Industry:Legal

Travel Percentage:0-10%

Start Date:2025-02-14

Expire Date:2025-04-15

City:Edmonds

State:Washington

Zip:98020

Country:United States

Description:Position Summary The Attorney personally and professionally supports the vision and mission of the law firm. The primary responsibility of the attorney is to provide counsel for clients seeking advise and counsel on legal services provided by the law firm. Attorneys are the central focus to the law firm's success. The firm relies on them to be able to identify client's needs and offer various legal options to achieve them all in accordance with established law firm offerings and processes to deliver them. Attorney must be knowledgeable and skilled in designing, implementing and overseeing support staff required to deliver the legal work engaged for. The most important role is to ensure the firm is hired and its reputation in the community is maintained at highest regard. The attorney must also be adept at creating professional and community relationships that send referrals to the firm. The Attorney works independently and collaborates with the law firm's leadership and staff to foster a team spirit in cooperation with the law firm management. All law firm employees must always maintain confidentiality with regard to clients, firm interest, and employees. The attorney may perform other duties as necessary to keep the production and administrative functions of the firm operating smoothly and efficiently Duties and Responsibilities To establish and maintain professional and community relationships that regularly refer prospects to the firm To be skilled in listening and issues identification and be able to show prospects the value we can provide so they willingly engage us Provide quality customer service to clients, potential clients, and their families Highly skilled in Estate Planning, Asset Planning, Elder Law and Benefits Eligibility Planning offer by law firm Attend all court hearings required by firm Collaborate with client financial and insurance professionals Ensure all client calls/emails are handled timely Ensure correspondence is mailed in a timely manner Actively participate in required firm calls and meetings and provides weekly reporting Complete projects or tasks as requested by Supervisor within the time frame allotted Attend training events and other events as needed to stay on top of changes in legal offerings Adhere to all law firm systems and processes in delivering legal work to clients Willingness to travel to remote law firm locations or to client homes, hospitals etc. when required by management Manage and oversee all client matters they are assigned and assist on matters not assigned when required by management Oversight of Probate and Trust Administration Coordinator, Medicaid Coordinator, Drafting Coordinator and Funding Coordinator to ensure completed as required to accomplish legal service provided Adhere to firm established core values The firm reserves the right to add or change duties at any time

Requirements:Academic:

• J.D. degree
• Washington State License as attorney Skills/Knowledge & Ability:
  Above average administrative/clerical/technical skills, and the ability to operate necessary office equipment and software;
  • Computer, Telephone, Fax, Scanner, Copier, Postage Meter
  • Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point) Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all task at hand such as;
    • documenting information
    • word processing (dictation, correspondence, memos, etc)
    • data entry and verification
    • managing files
    • project management
    • designing forms, training and/or marketing materials
    • drafting legal documents
      
      
      Academic:
      
      • J.D. degree
      • Washington State License as attorney Skills/Knowledge & Ability:
        Above average administrative/clerical/technical skills, and the ability to operate necessary office equipment and software;
        • Computer, Telephone, Fax, Scanner, Copier, Postage Meter
        • Microsoft Office Suite (Excel, Outlook, Word, Publisher, Power Point) Knowledge, skills and ability to perform functions and develop administrative procedures and systems to manage all task at hand such as;
          • documenting information
          • word processing (dictation, correspondence, memos, etc)
          • data entry and verification
          • managing files
          • project management
          • designing forms, training and/or marketing materials
          • drafting legal documents
            
            
            
            PI0f2ffc066cb1-37248-37182841

Keywords: Washington Elder Law, PLLC, Edmonds , Estate and Tax Attorney, Accounting, Auditing , Edmonds, Washington