Position Overview The Associate Attorney provides client services such as estate planning matters including wills, trusts and asset protection. This role requires a commitment to providing exceptional legal services to our clients. Job Location Hendersonville, TN Qualifications • Education: Juris Doctor (JD) from an accredited law school • 1-5 years of experience in complex estate planning, trusts, wills, real estate transactions, deed drafting, probate, and case management for court proceedings; understanding of the basic characteristics of financial investments, e.g., annuities, life insurance, retirement accounts, stocks, bonds, etc. Trust administration, probate and basic real estate transaction skills are necessary. • Licensure: Valid license to practice law in Tennessee and in good standing with the Board of Professional responsibility. • Excellent verbal and written communication skills. English primary language. • Excellent organizational and time management skills. Must be able to work independently with minimal supervision and direction. • Attention to detail is critically important with strong analytical skills. • High level of skill with computer programs required: Microsoft Outlook, Excel and Word. Lexis Nexis MyCase® preferred. Responsibilities Legal • Complex estate and long-term care planning (i.e. Medicaid and VA), document drafting, conducts estate planning document signings; probate administration; trust funding and beneficiary changes. Client Relations • Keep case files organized and up to date; maintain calendar and meet deadlines; document all client related activities; input information into file database and case management software. • Keep clients informed by maintaining contact and communicating case progress. • Demonstrate a high command of business writing and well-developed math skills. • Organize, present, and participate in educational programs for clients and families. Community Relations and Marketing • Represent the firm to financial institutions, government agencies and court personnel through frequent contact. • Participate in professional organizations to enhance skills and communicate with the firm’s services. • Educate the community about the firm’s services and service model through speaking engagements, and networking. • Collaborate with financial advisors, and other professionals to ensure integrated planning solutions. General • Demonstrate exceptional client communication skills, a desire to help others and be comfortable working with older people, people with disabilities, their families and other professionals. • Display high frustration tolerance with patience and kindness toward clients and co-workers • Maintain strict confidentiality for the firm’s clients. • Possess a professional appearance and demeanor. • Work independently. • Work a regular full-time weekly schedule from 8:30 a.m. to 5:00 pm with a one-hour lunch. • Valid Tennessee driver’s license and reliable vehicle. • Other duties as assigned

Vision • To educate potential clients about the Life Care Plan and Elder Law Practice. • To gain new clients. • To help our clients get the right care in the right place at the right time. • To provide timely services and follow-up to meet our customers’ needs, whether they are clients or potential clients. Qualifications • Bachelor’s degree with 3 -5 years of relevant experience in health care, social work or long-term care setting. • Excellent communication skills. English primary language. • Excellent organizational and time management skills. Must be able to work independently with minimal supervision and direction. • Attention to detail is critically important with strong analytical skills. • High level of skill with computer programs required: Microsoft Outlook, Excel, and Word. Mycase® preferred. Client Care • Promote our services to potential clients through initial consultation and follow-up calls. • Educate potential clients and clients regarding the Elder Care Coordinator Role. • Provide assessment of client function and client needs through Elder Care Coordinator visit and Assessment process. • Monitor PAE process. • Schedule follow up visits, meetings/annual review process. • Develop and update client plan of care. • Maintain Life Care Planning Binder for client. • Telephone counseling and support to families making tough decisions related to placement, transitions, and end of life care. • Information to families related to services available, policy, reimbursement issues, advocacy. • Education of clients and families related to current issues through training modules, Learning Café’s, blogs, newsletter articles. • As Team Contact, provide information to other team members to help them meet client needs, including case conference, team meetings, etc. • Maintain client documents with the assistance of the legal assistant. -Monitor that documents are properly executed. -Scan executed documents into Mycase®. -Return original documents to client in a timely manner. • Keep up to date notes in documents system. • Maintain current tasks for each client. • Maintain calendar for Elder Care Coordinator and attorney. • Monitor and assist with asset restructuring, completing forms, obtaining signatures, follow as needed. • Advocate for clients’ legal right to quality healthcare and long-term care. • No hands-on care to be provided. Customer Service • Develop and maintain relationships with community care providers. • Provide information to the community interested in our services. -Individually through follow up calls. -As a group through community presentations, vendor fairs, marketing appointments. • Attend monthly networking meetings to develop new relationships and education community about the Johnson McGinnis Elder Care Law, PLLC. • Participate in leadership opportunities in the community through organizations. • Collaborate with local education programs to offer internships and educational programs. Team Development • Actively participate in team functions, including in-services, staff meetings, education programs. • Assist other team members with client care/customer service. • Provide adequate information to team members and follow and support as needed (deed prep forms, information needed for LCP binder, PAE requests in writing, VA checklist, VA forms, etc). General • Demonstrate exceptional client communication skills, a desire to help others and be comfortable working with older people, people with disabilities, their families, and other professionals. • Display high frustration tolerance with patience and kindness toward clients. • Maintain highest standard of confidentiality for the firm’s clients. • Possess a professional appearance and demeanor. • Work independently. • Work a regular full time weekly schedule from 8:30 a.m. to 5:00 pm with one hour lunch. • Valid Tennessee driver’s license and reliable vehicle. • Reports to Partners for client related matters • Serve on Performance Improvement teams as needed • This position is not available for permanent remote work assignments • Other duties as assigned by Partners