Hermance Law Santa Clarita Office

Associate Attorney

Santa Clarita, CA (local position)

Part-time Position

THE POSITION OVERVIEW

Our Santa Clarita Estate Attorneys main function is to service estate planning clients within the area. The goal of this position is to manage and lead the new location and become a managing attorney and then managing partner while following our firm procedures and processes.

In short, your role is to get out within the community and meet our target market, make yourself known within the community, attend vendor events, be comfortable speaking in front of groups giving presentations, and attend networking events.

This is a part-time and very flexible position.  Some infrequent travel to Ventura Office (HQ) may be required for some training and administrative work.

NOTE: If you have an estate planning law practice of your own that you plan to continue to grow and run, please do not apply. We are hiring a superstar that is excited to put their full focus into this new office location.

THE OPPORTUNITY

We are seeking a driven, detail-oriented estate planning & probate attorney in Santa Clarita who is fueled by providing top-notch service to our clients, enjoys meeting people and getting out within the community.

If you live within Santa Clarita, CA and are looking for an opportunity to manage a law firm by utilizing your superior organizational skills and talents, we invite you to apply.

You must be available to work in person 2 days a week during business hours, 1 evening a week, and a couple Saturdays or Sundays a month if needed. Giving presentations will also require your time and that schedule is dependent on the organization. The schedule is flexible, and you will create it to fit your availability. You will also work virtually a few hours a week if needed.

WHAT SANTA CLARITA ESTATE PLANNING LAWYERS DO

Hermance Law is an Estate Planning law firm in Santa Clarita CA that focuses on serving and educating families with minor children. Crista Hermance, Estate Planning Mom® is the owner of the practice and created the firm with a flexible schedule to allow her to be an attorney and a mom to 2 young girls.

We are out in the community, attending play-dates with our kids, meeting other moms and dads with young children (“target market”), giving presentations at the local hospital to new moms, to church groups, to associations, to realtors, mom’s groups, parenting groups, preschools, fire departments, birthing centers, etc.

Our whole practice was designed to protect minor children by putting plans in place with the parents to achieve this. Our Santa Clarita wills lawyers have systems and processes that we follow to ensure we are providing an exceptional client experience.

We are not a typical law firm. If that is what you are looking for, you will not find that here. We do everything outside of the box to create the practice that works for our staff (family oriented) and our clients. Our Santa Clarita trust lawyers are the next generation law firm utilizing technology to its fullest.

Please look at our website (www.HermanceLaw.com), Facebook page (Hermance Law), Instagram (@EstatePlanningMom), YouTube (Hermance Law) and see if this the type of law firm culture and practice you want to be involved in.

MAKE A DIFFERENCE

Be a part of something bigger than yourself, and join us in the impact that we are making to families with minor children.

The ideal candidate for this position will be an attorney licensed in California. Estate Planning experience is preferred but not required. You are adept at working effectively with little oversight.

If you have a strong sense of professionalism, proven and concise communication and attention to detail and are looking for a rewarding career as an Attorney, we would be very interested in speaking with you.

WE WANT TO MEET YOU BECAUSE YOU ARE

1. Highly motivated at helping people achieve the peace-of-mind they are looking for when working with us.
2. Enjoy working with a face-paced, collaborative team and are comfortable when priorities shift and processes change.
3. You want to help grow a new business location from the ground-up and be recognized for your success financially.
4. You are interested in having full focus on one organization.
5. You are comfortable with marketing, networking, social media, currently participate in Facebook groups, and are also comfortable with online tools.
6. Enjoys attending play-groups, functions with our target market, meetings with business referral partners and networking events.
7. A master of your calendar and scheduling as well as efficient and organized.
8. Enjoys meeting new people and outgoing with the ability to talk to them.
9. Willing to develop processes and marketing when necessary to align with the business goals and strategies.
10. You are comfortable presenting to a large group.
11. Enjoying following up with potential clients through phone calls, e-mail, or text messages.
12. Intrigued about continual improvement of systems and work processes.
13. Possess great communication skills.
14. Trustworthy and can be counted up to safeguard the confidentiality of not only our business but our clients as well.
15. Free to travel to events in your surrounding areas and occasionally Ventura (HQ).

THE ROLE

• Meet with potential clients (PC) using our process. Explain to clients what would happen without a plan in place and then if PC wants to move forward, design an estate plan with Client that fits their needs.
• Communicate with client via secure online portal (MyCase) on any design follow-ups or questions.
• Upload (electronically) documents to client folder and coordinate with paralegal at HQ clients design.
• Review estate planning documents to finalize for client signing ceremony.
• Meet with clients 4 to 6 weeks later to sign estate planning documents at client signing ceremony.
• Look for speaking opportunities and reach out to organizations for you to speak at.
• Attend play-group events with children, events with target market, networking events, community events and meet people.
• Attend vendor events for the business and get information on interested PCs.
• Coordinate your own schedule and availability.
• Utilize online tools that we use to run the business including Wealth Counsel, google calendar, Microsoft Office 365, Calendly, Mycase, Lexicata, CEB On-Law.
• Provide attention to detail as you prepare documents and various correspondence.
• Organize logistics for seminars and vendor events.
• Complete various administrative duties as required.
• Provide support to plan and execute marketing campaigns (via WordPress, Instagram, and Facebook) as needed.

A BUSY WEEK FOR ONE OF OUR ATTORNEYS MAY LOOK LIKE

• New Client meeting on Monday morning, scan all design documents to client folder and communicate to HQ.
• Virtually attend team meeting on Monday afternoon via Zoom.
• Go to a park-playdate Monday afternoon with kids.
• Attend networking breakfast on Tuesday morning.
• Follow-up with potential clients that you have met and book {Complimentary} Family Planning Assessments with them on Tuesday morning.
• Check e-mails and MyCase for client communications and staff e-mails on Tuesday afternoon.
• Seminar to a local moms group on Wednesday morning.
• New Client meeting on Wednesday evening, scan all design documents to client folder and communicate to HQ.
• Client signing ceremony on Thursday morning.
• Check e-mails and MyCase for client communications and staff e-mails on Thursday afternoon.
• Meet with a Certified Financial Advisor for coffee as a potential business referral partner Friday morning.
• Playgroup with kids on Friday afternoon.
• Vendor event on Saturday morning.

IF YOU HAVE EXPERIENCE WITH THE FOLLOWING TOOLS, IT’S A PLUS!

Wealth Counsel, Outlook, Google Calendar, Active Campaign, Lexicata, MyCase, Lead Pages, Trello, Microsoft One Drive, Voxer, Word, Excel, Power Point, Zoom, WordPress, and Canva.

REQUIREMENTS:

• Valid and in good standing California Attorney License
• Laptop in good working condition
• All-in one printer with scanning and printing capabilities.
• Notary public (if not already, must get within 2 months of employment. If not already a notary, cost for notary public is reimbursable after 1-year of employment)

WHAT YOU CAN EXPECT FROM OUR SANTA CLARITA PROBATE ATTORNEY

We are a family who truly loves working with one another and are looking to hire others who want to lead, collaborate and be part of the impact we are having on families with minor children.

You will be expected to take responsibility for yourself; we do not micromanage. We are stacking a team of professional, competent and highly engaging leaders whose goal is to provide parents with peace-of-mind and grow our practice. We are an equal opportunity employer.

BENEFITS & PAY

Since this is a very flexible and part-time role, we currently have no added benefits. Pay rate is based on experience and new clients with bonus structure on location performance.

HOW TO APPLY

Note: If you have an estate planning practice of your own that you plan to continue to grow, please do not apply. This part-time role and we are looking for a superstar that is excited to put their full focus into this new location.

This is a local position that requires the candidate to live within Santa Clarita, CA and meet with clients at our new location at an executive suite in Santa Clarita, CA.

If you would like to be considered for the position, submit your resume and references to hermancelaw@gmail.com using the following subject line: Santa Clarita Office-Your Full Name

Substitute your first and last name for “Your Full Name” and the exact punctuation included above.

CANDIDATES ARE WELCOME TO APPLY PRIOR TO CLOSE OF BUSINESS ON June 30, 2019.