Estate Planning Attorney

Palm Desert, California, United States | Hiring | Full-time

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Estate Planning Attorney - Full-time

Location: Palm Desert, CA

Required Qualification: 

  • J.D. from an accredited law school and licensed with the California State Bar.

  • Preferred 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.

  • Effective, clear, concise, and accurate communication, both oral and written.

  • Working knowledge of finance, investments, and taxes.

  • Focus under pressure and the willingness to do what needs to be done.

  • Demonstrated a high degree of discretion, confidentiality, and integrity.

  • Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.

  • Experience with Wealth Counsel drafting is desired.

Job Description

  • Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.

  • Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.

  • Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and 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.

Benefits:

  • Comprehensive Legal Services: Estate Planning, Probate, Benefits Planning, and Business Law.

  • Serving Southern California families and businesses with diligence and attention to detail, ensuring effective handling of every case and situation.

  • Dedicated to providing tailored service to each client, recognizing the challenges they may face.

  • outstanding benefit packages and a people-first work environment

  • Stable, growing company with tremendous opportunity for career advancement

  • Competitive compensation and benefits