Estate Planning Attorney

Law Offices Of David L Carrier P CGrand Rapids, MI
Onsite

About The Position

The Law Office of David L. Carrier, P.C. is seeking an experienced Estate Planning Attorney for its firm, located on the north side of Grand Rapids. The firm focuses on developing estate plans to protect the middle class, specializing in Trusts, Wills, Asset Protection, Medicaid Applications, Probate, and Estate Administration. The firm's unique culture is characterized by its predominantly paralegal-run structure, allowing attorneys to focus on client interaction and meaningful work. Estate Planning and Elder Law are the sole practice areas, with a dedication to providing the best service and plans for clients.

Requirements

  • Minimum 3 years of experience
  • Must be a member of the Michigan Bar

Nice To Haves

  • Estate Planning and/or Elder Law experience strongly preferred
  • Someone dynamic, driven, and dedicated
  • Someone committed to the success of the firm
  • Someone who is compassionate, as elder law and estate planning is sensitive work
  • Someone who truly enjoys talking with and helping people
  • Someone who has confidence and is a problem solver
  • Experience or interest in Estate Planning and/or Elder Law
  • An existing client base and experience with bringing in your own clients

Responsibilities

  • Meeting with clients to answer questions and propose an estate plan for them
  • Handling the sales aspects of the first meeting, “closing the deal”
  • Following up with clients that you met with if you were not able to “close the deal” at the initial meeting
  • Meeting with clients to review their estate plans that may be outdated
  • Having direct contact with clients via phone, virtual, and in-person
  • Creating posts for our various marketing platforms, including writing articles, blogs, etc.

Benefits

  • Medical and Dental
  • Teladoc
  • EyeMed Vision
  • Short-term Disability
  • PTO and Holidays
  • Pine Rest – Employee Assistance Program (EAP)
  • 401(k) with 3% match
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