Associate Estate Planning Attorney Details

Associate Estate Planning Attorney

Mercer Global Advisors Inc - Denver, CO

Employment Type : Full-Time

Our Estate Planning is group looking for a talented Associate Estate Planning Attorney to join the team and make an immediate positive service impact for our clients. The Associate Estate Planning Attorney will work in a dynamic team environment as a member of the Family Wealth Services – Estate Planning group providing and implementing estate planning strategies for clients. The Family Wealth Services group consists of legal, tax, insurance, and financial planning professionals dedicated to providing and implementing comprehensive strategies for our Wealth Management clients. The ideal candidate is passionate about helping clients achieve their estate planning goals, thrives in a fast-paced environment, loves to learn and be challenged.

Essential Job Functions for the Estate Planning Attorney will include:

• 
  Meeting with clients to design, fund, and maintain estate plans.
• Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding-related documents.
• Preparing and reviewing deeds and real property transfer documents.
• Reviewing and summarizing existing estate planning documents, including making appropriate observations regarding changes in law and family circumstances.
• Remaining current with related estate, trust, and tax legislation nationwide.
• Managing at least one legal assistant, as assigned, through overseeing day-to-day tasks, training, calendaring, assisting with time management, coaching, and mentoring.
• Performing other duties as assigned.

Required Knowledge, Skills and Abilities:

• 
  Juris Doctor (JD).
• Licensed to practice law in at least one state. Desire and ability to become licensed in multiple states.
• Strong desire to develop working knowledge of foundational estate planning.
• Have a “can do” positive attitude while working well as part of a large team.
• Ability to travel up to 10%.

Work Schedule: Daytime and evening hours as needed.

Working Conditions: Professional office environment. Traveling, standing, and sitting. No heavy lifting over 10 lbs.

Benefits

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance up to 2x your base salary
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 13 company Paid Holidays with a full week off for Thanksgiving week
• Paid Time Off programs – accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave
• Adoption Assistance Reimbursement Program
• 401(k) Savings Plan with per pay period employer match
• Pet Insurance

Salary

Employee will be eligible for annual bonus compensation programs.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.