Estate Planning Attorney - La Quinta, CA

Estate Planning Attorney - Full-time

Location:La Quinta, CA

Required Qualifications:

• 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.

• 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 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, ancillary documents.

• 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

Benefits:

• Outstanding benefit packages and a people-first work environment

• Stable, growing company with tremendous opportunity for career advancement

• Competitive compensation and benefits