Estate Planning Attorney

Legal$150k–$225k/yrFull-time

Congduct 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
Able to explain complex legal concepts and explain all provisions of the estate plan to the client
Able 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

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 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
Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
Experience with Wealth Counsel drafting is desired

Full-time

None specified

Not specified

$150,000-$225,000 including incentive bonuses

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