Estate Planning Attorney

Palm Desert, CA - USA

Monthly Salary: Not Disclosed

Posted on: 09-09-2025

Vacancies: 1 Vacancy

Job Summary

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 firms 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 firms 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

Estate Planning Attorney - Full-timeLocation:Palm Desert CARequired 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 st...

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 firms 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 firms 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