Associate Attorney - Estate Planning

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Job Overview

A law firm seeks an Associate Attorney to join its Estate Planning team in Gaithersburg, MD. This role focuses on meeting with pre-scheduled prospective clients to assess their goals and recommend tailored estate planning solutions. The firm provides comprehensive training and handles all client acquisition, allowing the attorney to focus exclusively on legal counsel and client relationships without the burden of business development.

Duties

• Conduct initial consultations with prospective clients to understand their objectives and recommend appropriate estate planning strategies.



• Guide clients through the decision-making process, collecting partial payments and coordinating with paralegals for document drafting.



• Lead subsequent meetings to review drafted documents, ensuring client understanding and agreement before execution.



• Maintain accurate records and client communications using internal systems and participate in weekly team training sessions.

Requirements

• Hold a law degree and possess a valid license to practice law in Maryland.



• Demonstrate a minimum of one year of experience working in a professional law firm environment.



• Exhibit excellent written and verbal communication skills with the ability to engage new clients effectively.

Education

• Juris Doctor (J.D.) degree from an accredited law school.

Certifications

• Active bar admission in the State of Maryland.

Skills

• Strong active listening abilities with a talent for explaining complex legal concepts clearly.



• Comfortable presenting estate plans and handling client questions or objections professionally.



• Proficient in Microsoft Office (Word, Outlook, OneNote, Teams), Office 365, and Adobe Acrobat.



• Organized, tech-savvy, and able to follow structured consultation frameworks to maintain high closing rates.

Benefits

• Health Insurance (CareFirst) with a 50% company contribution.



• Dental and Vision Insurance offered as part of the benefits package.



• Short-term and Long-Term Disability Insurance, fully paid by the employer.



• Basic Life Insurance, fully paid by the employer.



• 401(k) plan with up to 4% company matching and no vesting period.



• 15 Days of Paid Time Off (PTO) annually, increasing with tenure.



• 3 Weeks of Paid Parental Leave.



• 7 Paid Holidays.



• Employee Discounts.



• Paid Training and Onboarding.

Company info

BCG Attorney Search
1629 K ST NW, Suite 300
Washington
District of Columbia
United States 20006
Phone : (202) 955-5585
Fax : (213) 895-7306