Estate Planning Attorney

Min 3 yrs required

Full-time

No

Estate Planning Attorney
The candidate will 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 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. Should have a JD. from an accredited law school and licensed with the California State Bar. Experience with Wealth Counsel drafting is desired. Tax experience or CPA a plus. Should preferably have 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. A transferable book of business is a BIG plus.

Send resume and cover letter.

Legal