Estate Planning Attorney - Full-time Location: Palm Desert, CA Required Qualification: * J.D. from an accredited law school and licensed with the California State Bar. * Preferred 3+ years of estate ...
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60 jobs near Spring Valley, NY
Estate Planning Attorney - Full-time Location: Palm Desert, CA Required Qualification: * J.D. from an accredited law school and licensed with the California State Bar. * Preferred 3+ years of estate ...
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Commercial Litigation Attorney- Full Time Location: Durham, NC, 27701 What you will be doing: * Represent clients in complex business disputes * Handle real estate-related litigation * Manage ...
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Underwriter (Workers' Compensation)- Full Time Location: Spring Valley, NY, 10977 What you will be doing: * Underwriting and servicing of both new business submissions and renewals with the emphasis ...
Underwriter (Workers' Compensation)- Full Time Location: Spring Valley, NY, 10977 What you will be doing: * Underwriting and servicing of both new business submissions and renewals with the emphasis ...
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Regional Sales Manager - Full-time Location: Green Bay, WI Required Qualifications: * Bachelor's Degree in Sciences, preferably Microbiology, plus 2 years of laboratory experience (or equivalent ...
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Speech Language Pathologist - Contract Location: Waterloo, NY, 13165 Experience you will need: * Master's degree in Speech-Language Pathology * Valid New York State license in Speech-Language ...
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Senior Underwriter (Workers' Compensation) - Spring Valley, NY
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Senior Underwriter (Workers' Compensation) - Full-time Location: Spring Valley, NY Required Qualifications: * Minimum of 5 years of commercial insurance experience with at least 3 years of Workers ...
Senior Underwriter (Workers' Compensation) - Spring Valley, NY
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Senior Underwriter (Workers' Compensation) - Full-time Location: Spring Valley, NY Required Qualifications: * Minimum of 5 years of commercial insurance experience with at least 3 years of Workers ...
Litigation Associate Attorney- Full Time Location: San Jose, CA, 95113 Experience you will need:- 3 to 7 years of litigation experience, preferably in business, commercial, trust & estate, or real ...
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Architectural Project Manager
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Real Estate Attorney- Full-Time Location: Taunton, MA, 02780 What you will be doing: * Join a collegial, highly experienced group of fantastic attorneys and professionals who will focus on your ...
Real Estate Attorney- Full-Time Location: Taunton, MA, 02780 What you will be doing: * Join a collegial, highly experienced group of fantastic attorneys and professionals who will focus on your ...
Full-time
Posted 16 days ago
Job description
Estate Planning Attorney - Full-time
Location: Palm Desert, CA
Required Qualification:
J.D. from an accredited law school and licensed with the California State Bar.
Preferred 3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents.
Effective, clear, concise, and accurate communication, both oral and written.
Working knowledge of finance, investments, and taxes.
Focus under pressure and the willingness to do what needs to be done.
Demonstrated a high degree of discretion, confidentiality, and integrity.
Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
Experience with Wealth Counsel drafting is desired.
Job Description
Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.
Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.
Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.
Report on caseload at a weekly case review meeting.
Develop a client following to increase the firm's revenues.
Benefits:
Comprehensive Legal Services: Estate Planning, Probate, Benefits Planning, and Business Law.
Serving Southern California families and businesses with diligence and attention to detail, ensuring effective handling of every case and situation.
Dedicated to providing tailored service to each client, recognizing the challenges they may face.
outstanding benefit packages and a people-first work environment
Stable, growing company with tremendous opportunity for career advancement
Competitive compensation and benefits