Description:
About the role:We are seeking a full-time Associate Attorney to join our Estate Planning team in Gaithersburg. This role focuses on meeting with clients to assess their needs, recommend tailored estate planning solutions, and guide them through the planning process. You'll work closely with paralegals and support staff to ensure an exceptional client experience.
Key Responsibilities:
Meet with prospective clients to recommend appropriate estate planning solutions (e.g., Asset Protection Trusts, Revocable Living Trusts, Wills, Powers of Attorney) - Guide clients through the full planning process, including document review and execution - Collaborate with paralegals to ensure timely and accurate document drafting - Maintain accurate records and client communications using our internal systems - Participate in weekly team meetings and training sessions - Occasionally assist in team-building and professional development events
Schedule & Work Environment
Monday–Friday, 8:30 AM – 5:30 PM (occasional early or extended hours as needed) - This is an in-office role at our Gaithersburg locations - Work involves up to six 90-minute client meetings per day
Ideal Candidate Profile:
A strong communicator who listens actively and explains complex concepts clearly - Comfortable presenting estate plans and handling client questions or objections - Able to follow structured consultation frameworks and maintain high closing rates - Organized and tech-savvy, with familiarity in Microsoft Office, Office 365, and Adobe Acrobat - Professional, client-focused, and growth-oriented
Requirements:
Law degree and license to practice in Maryland - Ability to engage new clients in initial consultations - Excellent communication skills, written and verbal - Experience with Microsoft Office (Word, Outlook, OneNote, Teams, etc.) - Willingness to undergo a background check, assessment, and drug screening
