Estate Planning Attorney

Estate Planning Attorney - Full-time

Location : Palm Desert, CA

Required Qualifications :

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 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.

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.

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