Estate Planning Attorney- NM Licensed

at  TriFound

Job Description
Estate and Document Attorney
We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote basis and will have direct contact with our clients and their other professionals (Financial Advisors, Tax Attorneys, CPAs, Accountants, and Health Care Agents).
This position is completely a remote position with TriFound.

Principle Duties

• Work with-in a TriFound team of professionals.
• Create, Problem Solve, and Demonstrate with help from TriFound
• Used created documents from TriFound’s outside council or create your own!
• Conduct client meetings while providing leadership to the client and TriFound employees
• Stay up-to date with latest State Laws.
• Can work with other Law Firms: TriFound will be a great referral source to expand your billable hours.
• WE GIVE YOU YOUR CLIENTS because THEY ARE ALREADY OUR CLIENTS!!!

Requirements

• Entry level attorneys accepted (Must have passed State Bar)
• Compensation: $250-$350 hourly
• Uncapped earning potential. (500K -1M+)
• No Travel
• Receive an established book of business: 100+ Households with Average Client Assets $1 Million to $10 Million
• Excellent written and verbal communication skills
• Innovative and Creative
• Need to execute a proven presentation system
• Ability to lead groups and be decisive
• Time management and organization in order to meet KPI’s
• Collaborative skills to accept and turn ideas into strategies with help of Tax, Business, and Financial Advisors.

Benefits

• Financial Planning
• Paid client / employee events
• Flexible schedule

• Work with-in a TriFound team of professionals.
• Create, Problem Solve, and Demonstrate with help from TriFound
• Used created documents from TriFound’s outside council or create your own!
• Conduct client meetings while providing leadership to the client and TriFound employees
• Stay up-to date with latest State Laws.
• Can work with other Law Firms: TriFound will be a great referral source to expand your billable hours.
• WE GIVE YOU YOUR CLIENTS because THEY ARE ALREADY OUR CLIENTS!!