Estate Planning Attorney

Recruiter

La Quinta, CA

Estate Planning Attorney

Attorney

2-8 yrs required

No

Job Overview:
A forward-thinking law firm is seeking an experienced and empathetic Estate Planning Attorney to join its team. This full-time position is ideal for a candidate who is passionate about helping clients protect their families and assets through high-quality estate planning services. The firm utilizes modern technology and a client-focused approach to provide an outstanding legal experience. Candidates must be detail-oriented, well-organized, and confident in handling all aspects of estate planning, from client consultation to document preparation and explanation. Hybrid work arrangements may be available depending on client needs.

Location:

• La Quinta, CA

Duties:

• Conduct initial consultations and identify appropriate estate planning strategies

• Advise clients on trust structures, wills, and related legal instruments

• Draft estate planning documents, including various trusts, wills, and ancillary documents

• Clearly explain complex legal concepts and the structure of estate plans to clients

• Manage caseload independently, meeting deadlines and prioritizing efficiently

• Maintain communication with clients, accountants, and financial advisors as necessary

• Provide regular updates on caseload in weekly review meetings

• Foster client relationships and contribute to client development efforts

Requirements:

• . from an accredited law school

• Licensed to practice law in the State of California

• Minimum of 3 years of estate planning experience preferred

• Proven ability to manage matters from consultation to execution

• Strong understanding of estate planning concepts and document drafting

Education:

• Juris Doctor (.) from an accredited institution

Certifications:

• California State Bar admission (required)

Skills:

• Exceptional written and verbal communication skills

• Strong organizational skills and attention to detail

• Proficiency with MS Office Suite, legal timekeeping, and case management software

• Working knowledge of finance, investment principles, and tax implications in estate planning

• Experience with WealthCounsel drafting software preferred

• High level of professionalism, discretion, and integrity

Benefits:

• Paid holidays and personal time off

• Health, dental, vision, and life insurance

• 401(k) plan with matching contributions

• Positive, team-based work environment