Estate Planning Attorney - Murrieta, CA

Estate Planning Attorney - Full-time

Location: Murrieta, CA

Required Qualifications:

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

  
  


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  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.

  
  


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  Effective, clear, concise, and accurate communication, both oral and written.

  
  


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  Working knowledge of finance, investments, and taxes.

  
  


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  Focus under pressure and the willingness to do what needs to be done.

  
  


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  Demonstrated a high degree of discretion, confidentiality, and integrity.

  
  


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  Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.

  
  


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  Experience with Wealth Counsel drafting is desired.

  
  

Job Description

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  Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.

  
  


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

  
  


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  Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.

  
  


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  Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.

  
  


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  Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.

  
  


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  Report on caseload at a weekly case review meeting.

  
  


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  Develop a client following to increase the firm's revenues.

  
  

Benefits:

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  Outstanding benefit packages and a people-first work environment

  
  


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  Stable, growing company with tremendous opportunity for career advancement

  
  


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  Competitive compensation and benefits