Estate Planning Atto....
Estate Planning Attorney
Posted on :
04-04-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
04-04-2024
Job Description
Req ID : 2691760
If you are an experienced empathetic organized detailoriented and charismatic Estate Planning Attorney who is ready to take the next step in your career then we invite you to apply to our firm. We are selective in who we hire and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture.
We are an Estate Planning Trust Administration and Probate firm focused on leveraging technology and fivestar customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation.
Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our worldclass team. We have cultivated a remarkable team that embraces the belief that visiting an attorneys office should be a positive experience and not an uncomfortable one.
We are an Estate Planning Trust Administration and Probate firm focused on leveraging technology and fivestar customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation.
Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our worldclass team. We have cultivated a remarkable team that embraces the belief that visiting an attorneys office should be a positive experience and not an uncomfortable one.
*Please note applicants who do not follow instructions when applying will not be considered for the position.*
Responsibilities
- Conduct initial consultation with clients
- Identify the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients 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 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
- Paid holidays
- Personal time off
- Health dental vision and life insurance
- 401K matching contributions
- Fulltime
- Hybrid arrangements may available depending on the needs of our clients
- J.D. from an accredited law school and licensed with the California State Bar
- 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 clients 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
Do you need locals only Yes local to the Temecula Valley or North County San Diego
Salary $140000$150000
Top Skills Must have experience in Estate Planning and have good interpersonal skills.
How many Rounds of Interview 4 Rounds
Id like to know the start date As soon as possible. Im aiming for 4/2.
Salary $140000$150000
Top Skills Must have experience in Estate Planning and have good interpersonal skills.
How many Rounds of Interview 4 Rounds
Id like to know the start date As soon as possible. Im aiming for 4/2.
Employment Type
Full Time
Key Skills
- Clerical
- Diploma
- Foreclosure Paralegal
- Flight Operations
- Construction Equipment
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