Estate Planning Attorney

Profile

Murrieta office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with 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 objectives. The candidate will conduct an initial consultation with clients. Identify 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 objectives. Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents. Ability to explain complex legal concepts and explain all provisions of the estate plan to the client. Ability to 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. Experience with Wealth Counsel drafting is desired. Tax experience or CPA is a plus. A transferable book of business is a BIG plus. Must be licensed in the California State Bar.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306