Duties:- Lead and oversee the Legal Production function to include delegating caseloads from the senior attorney, paralegals, and legal support staff to ensure accurate, timely, and high-quality delivery of estate planning and asset protection work; set priorities, delegate workflow, provide coaching, and drive professional development.
- Ensure excellence in legal drafting and quality control, reviewing and guiding the preparation of wills, trusts, powers of attorney, and advanced planning structures (including SLATs, TISTs, and BDITs), maintaining up-to-date templates, and partnering with attorneys on complex or customized estate plans.