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61 Futurerecruit Jobs Hiring Near You

Paralegal- Full Time Location: Edison, NJ, 08817 We are seeking an exceptional and experienced Senior Personal Injury Paralegal to join our team. The ideal candidate will be a self-starter with ...

Speech Language Pathologist - Contract Location: Oregon, IL Required Qualifications: * Master's degree in Speech Therapy or related field. * Must have completed clinical fellowship (CF) experience ...

Breast Surgeon- Full Time Location: Fresno, CA, 93720 What you will be doing: * Utilize your advanced knowledge and surgical skills to treat patients with breast disease. * Provide compassionate and ...

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    Estate Planning Attorney- Palm Desert, CA

    FutureRecruit

    Palm Desert, CA

    Full-time

    Posted 19 days ago


    Job description

    Estate Planning Attorney- Full Time

    Location: Palm Desert, CA, 92211

    What you will be doing:
    • Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.

    • Draft estate planning documents, including wills, distinct types of trusts, ancillary documents.

    • Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, 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.

    Experience you will need:
    • 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 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.

    What is it for you:

    • 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

    Employment Type: FULL_TIME