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Estate Planning Attorney
Location:
Murrieta, CA
Description:
Job DescriptionSkills: licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting Qualifications: D. from an accredited law schoolLife is full of uncertainties. When people are endeavuoring into the unexpected, they want to make sure that they are safe and protected. We help our clients plan today for peace of mind tomorrow.What does that mean for you? For us, it means guiding our clients through difficult conversations with thought, care, and a substantial amount of expertise. We are focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our team to go above and beyond to service clients in their most desperate hours of need.If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve. ResponsibilitiesConduct initial consultation with clientsIdentify 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 objectivesDraft estate planning documents, including wills, distinct types of trusts, ancillary documentsAbility to explain complex legal concepts and explain all provisions of the estate plan to the clientAbility to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environmentRegularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forwardCultivate relationships with the firm?s existing and future clients by maintaining consistent and timely communicationReport on caseload at a weekly case review meetingDevelop a client following to increase the firm?s revenues QualificationsD. from an accredited law school and licensed with the California State BarPreferred 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 objectivesEffective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the clientWorking knowledge of finance, investments, and taxesGreat ability to focus under pressure and the willingness to do what needs to be doneDemonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional ConductHave strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management softwareExperience with Wealth Counsel drafting is desiredTax experience or CPA a plusA transferable book of business is a BIG plus Benefits include:Paid holidaysPersonal time offHealth, dental, vision, and life insurance401K contributionsJob type:Full-time
Company:
Independent Sourcer
Posted:
March 27 on PostJobFree
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More About this Listing: Estate Planning Attorney
Estate Planning Attorney is a Legal Attorney Job at Independent Sourcer located in Murrieta CA. Find other listings like Estate Planning Attorney by searching Oodle for Legal Attorney Jobs.
Estate Planning Attorney is a Legal Attorney Job at Independent Sourcer located in Murrieta CA. Find other listings like Estate Planning Attorney by searching Oodle for Legal Attorney Jobs.