Estate Planning Attorney

Job Description:

Our firm is actively seeking an Estate Planning Attorney who is not only well-versed in the legal aspects of estate planning but also possesses a deep understanding of finance, investments, and taxes. As a member of our team, you will play a crucial role in guiding our clients through their estate planning journey, ensuring they have peace of mind for the future. We pride ourselves on leveraging cutting-edge technology and providing five-star customer service, offering our clients an experience that sets us apart from other firms. We are looking for a candidate who embodies our values of empathy, organization, attention to detail, and charisma.

Responsibilities:

- Conduct initial consultations with clients to understand their objectives.

- Recommend and advise on suitable estate planning strategies, including various types of trusts.

- Draft estate planning documents, including wills, trusts, and ancillary documents.

- Clearly explain complex legal concepts and details of the estate plan to clients.

- Manage multiple projects simultaneously, adapting to change in a fast-paced environment.

- Regularly consult with clients, accountants, financial advisors, and other parties to effectively progress cases.

- Cultivate and maintain relationships with existing and future clients through consistent communication.

- Participate in weekly case review meetings to report on caseload status.

- Develop a client following to contribute to the firm’s revenue growth.

Qualifications:

- J.D. from an accredited law school and licensed with the California State Bar.

- Preferred 3+ years of estate planning experience with comprehensive case handling.

- Exceptional communication skills, both oral and written.

- Working knowledge of finance, investments, and taxes.

- High proficiency in computer skills, including MS Office Suite and legal software.

- Experience with Wealth Counsel drafting is desirable.

- Additional qualifications in tax or CPA are advantageous.

- A transferable book of business is highly valued.

Benefits:

- Paid holidays and personal time off.

- Comprehensive health, dental, vision, and life insurance.

- 401K contributions.

We are selective in our hiring process, focusing on candidates who align with our firm's culture and ethos. Our rigorous interview process ensures we maintain the high standards and supportive environment we’ve cultivated. If you are an experienced Estate Planning Attorney looking to advance your career in a firm where your work makes a significant difference in the lives of families, we invite you to apply.