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