Estate Planning Attorney - La Quinta, CA

Estate Planning Attorney - Full-time

Location : La Quinta, CA

Required Qualifications :

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.

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 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, ancillary documents.

Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, 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 :

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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