Job Description

Job Description

Job Title: Estate Planning Attorney

Location: Clayton, Missouri

Firm: Frankel Rubin Klein Payne & Pudlowski, PC

Position Type: Full-Time

About Us:

At Frankel Rubin Klein Payne & Pudlowski, PC, we are a dynamic law firm comprised of 20 skilled attorneys dedicated to providing comprehensive legal services across various practice areas. We prioritize excellence, client satisfaction, and community engagement. Our estate planning team focuses on crafting personalized plans to secure our clients' legacies and provide peace of mind while becoming trust advisors for our client

Core Values:

At Frankel Rubin Klein Payne & Pudlowski, PC, our core values guide everything we do:

• Loyalty: We build lasting relationships with our team, clients and colleagues, committed to their best interests.
• Pursuit of the Best Solution: We strive to find the most effective and innovative legal solutions tailored to each client's unique situation.
• Genuine Concern for Others: We approach every case and client with empathy, understanding the personal stakes involved.
• Accountability: We hold ourselves to the highest standards of professionalism and responsibility in our work.
• Unmatched Passion: We are driven by our love for the law and our desire to make a positive impact on our clients' lives.

Position Overview:

We are seeking a motivated and experienced Estate Planning Attorney to join our estate planning department. The ideal candidate will possess a strong understanding of estate planning strategies, probate, and trust administration, along with client-facing skills. This position offers the opportunity to serve a diverse clientele and engage in meaningful legal work.

Key Responsibilities:

• Client Consultation and Relationship Management
• Meet with clients to discuss their estate planning needs and objectives.
• Develop strong, trusting relationships with clients through effective communication and legal guidance.
• Drafting Legal Documents
• Prepare comprehensive estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Review and revise documents as necessary, ensuring accuracy and compliance with state laws.
• Probate and Trust Administration
• Manage probate proceedings, including the filing of necessary documents and representation in court.
• Assist clients with the administration of trusts, including asset distribution and compliance with fiduciary duties.
• Strategic Planning and Advice
• Provide strategic advice on tax implications and estate planning strategies to minimize tax liability and maximize benefits for clients.
• Stay updated on changes in estate planning laws and regulations.
• Collaboration and Teamwork
• Work closely with other attorneys and staff within the firm to provide comprehensive legal services.
• Participate in team meetings, providing insights and updates on case progress and client matters.
• Business Development
• Contribute to marketing and business development initiatives to attract new clients and grow the estate planning practice.
• Engage in networking activities and seminars to establish the firm’s presence in the community and the legal field.

Qualifications:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the Missouri Bar and good standing.
• Minimum of 3 years of experience in estate planning, probate or trust administration.
• Strong understanding of federal and state estate and gift tax laws.
• Proven experience in drafting estate planning documents and navigating the probate process.

Skills:

• Excellent verbal and written communication skills.
• Proficient in drafting complex estate planning documents including wills, trusts, powers of attorney, and healthcare directives using WealthCounsel.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple cases and deadlines efficiently.
• Skilled in maintaining and tracking client interactions, case progress, and follow-ups using CRM platforms to ensure seamless communication and client satisfaction.
• Proven ability to work effectively in a collaborative team environment, contributing to group objectives while also managing individual responsibilities.
• Proficient in legal research and using legal research tools.

Compensation:

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health insurance, retirement plan, and opportunities for professional development.

Application Process:

Interested candidates should submit a resume, cover letter, and references via LinkedIn Easy Apply. Applications will be accepted until the position is filled.

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