Estate Planning Attorney

• Conduct initial consultation with clients
  
• Identify the appropriate strategy to meet the client s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client s objectives
  
• Draft estate planning documents including wills distinct types of trusts ancillary documents
  
• Ability to explain complex legal concepts and explain all provisions of the estate plan to the client
  
• Ability to selfstart meet deadlines prioritize manage multiple projects simultaneously work well with change in a fastpaced 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
  

Requirements

• 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 to meet the client s objectives
  
• Effective clear concise and accurate communication both oral and written at an appropriate level to the situation and the client
  
• Working knowledge of finance investments and taxes
  
• Great ability to focus under pressure and the willingness to do what needs to be done
  
• Demonstrate a high degree of discretion confidentiality and integrity in the handling of personal client information including following the Rules of Professional Conduct
  
• Have strong computer skills with extensive experience using MS Office Suite timekeeping and case management software
  
• Experience with Wealth Counsel drafting is desired
  
• Tax experience or CPA a plus
  
• A transferable book of business is a BIG plus
  
  
  

Benefits

• Paid holidays
  
• Personal time off
  
• Health dental vision and life insurance
  
• 401K contribution