New - Estate Planning Attorney plus bonus

Job Description

Job purpose

Trajan Estate is an estate planning law firm that focuses exclusively on helping clients with both basic and advanced planning needs. We are the first non-lawyer owned law firm approved under the new Arizona Supreme Court Alternative Business Structure and work exclusively with our sister company, Trajan Wealth, to also address our clients' financial and tax planning needs.

Duties and responsibilities

Conduct client meetings to identify client objectives and make appropriate recommendations

Design standard and advanced estate plans

Draft estate planning documents

Update existing estate plans

Adopt systematic and innovative approach to providing estate planning services

Encourage clients to address their financial planning as an important part of their estate planning

Ability to successfully collaborate with other members of the Trajan Estate and Trajan Wealth team

Partner closely with financial advisors from our sister company, Trajan Wealth, to integrate clients' estate and financial planning

Qualifications

Licensed attorney in good standing in the State of Arizona

Minimum 3 years estate planning experience

WealthDocx experience preferred

Public speaking skills / experience

Sales or trial experience preferred

Working conditions

Work is performed indoors in a climate-controlled environment. Travel between our AZ offices is required.

Benefits

$100,000 / year base salary

Production-based bonus paid monthly

401k with matching component up 13%

United Healthcare PPO Medical employee coverage paid by Company

Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available

Generous holidays and PTO