- Passionate and experienced Estate Planning Attorney needed - Must have experience in estate planning, trust administration, and probate - Empowerment to provide exceptional value and quality representation to clients - Utilize technology and five-star customer service to enhance client experience - Selective hiring process to ensure high caliber attorneys and positive firm culture - Office Assistants and Paralegals provide support to Attorneys - Responsible for conducting initial consultations with clients - Identify appropriate strategy to fulfill client's objectives and make recommendations - Draft estate planning documents, including wills and trusts - Ability to explain complex legal concepts to clients - Must be able to meet deadlines and manage multiple projects in a fast-paced environment - Regularly consult with clients and other parties to move cases forward - Cultivate relationships with clients and increase firm's revenues - Report on caseload at weekly meetings - Develop a client following - Paid holidays and personal time off - Health, dental, vision, and life insurance offered - 401K matching contributions available - Full-time job with potential for hybrid arrangements - Must have J.D. from accredited law school and be licensed with California State Bar - Preferred 3 years of estate planning experience - Strong communication skills, both oral and written - Working knowledge of finance, investments, and taxes - Ability to focus under pressure and handle confidential information with discretion and integrity - Proficient in MS Office Suite, timekeeping, and case management software - Experience with Wealth Counsel drafting desired
Salary Information:
- $140,000-$150,000 per year, DOE - Full-time job with potential for hybrid arrangements - Benefits include paid holidays, personal time off, health, dental, vision, and life insurance, and 401K matching contributions.
