What are the responsibilities and job description for the Estate Planning Attorney - Murrieta, CA position at FutureRecruit?
Estate Planning Attorney - Full-time
Location: Murrieta, CA
Required Qualifications:
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J.D. from an accredited law school and licensed with the California State Bar.
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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.
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Effective, clear, concise, and accurate communication, both oral and written.
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Working knowledge of finance, investments, and taxes.
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Focus under pressure and the willingness to do what needs to be done.
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Demonstrated a high degree of discretion, confidentiality, and integrity.
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Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
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Experience with Wealth Counsel drafting.
Job Description
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Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
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Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.
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Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and work well with change in a fast-paced environment.
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Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
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Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.
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Report on caseload at a weekly case review meeting.
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Develop a client following to increase the firm's revenues.
Benefits:
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Comprehensive Legal Services: Estate Planning, Probate, Benefits Planning, and Business Law.
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Dedicated to providing tailored service to each client, recognizing the challenges they may face.
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outstanding benefit packages and a people-first work environment
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Stable, growing company with tremendous opportunity for career advancement
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Competitive compensation and benefits
