Estate Planning Attorney

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Job Overview: A law firm in Escondido, CA, is seeking an experienced Estate Planning Attorney to join their team. The ideal candidate will be responsible for providing comprehensive estate planning services to clients, including the drafting of wills, trusts, and ancillary documents. The attorney should have a strong background in handling matters from inception to conclusion, demonstrating clear communication, legal expertise, and the ability to cultivate client relationships.

Job Details:

• Conduct initial consultations with clients to understand their objectives.
• Identify appropriate strategies and make recommendations for fulfilling client objectives, including advising on trust types.
• Draft estate planning documents, such as wills and various trusts.
• Explain complex legal concepts and provisions of the estate plan to clients.
• Self-start, meet deadlines, prioritize, and manage multiple projects in a fast-paced environment.
• Regularly consult with clients, accountants, financial advisors, and other relevant parties.
• Cultivate relationships with existing and potential clients through consistent and timely communication.
• Report on caseload at weekly case review meetings.
• Develop a client following to contribute to firm revenue.

Requirements:

• 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.
• Working knowledge of finance, investments, and taxes.
• Effective, clear, concise, and accurate communication, both oral and written.
• Ability to focus under pressure and willingness to take necessary actions.
• High degree of discretion, confidentiality, and integrity in handling client information.
• Strong computer skills with extensive experience in MS Office Suite, timekeeping, and case management software.
• Experience with Wealth Counsel drafting is desired.

Education:

• Juris Doctor (J.D.) from an accredited law school.

Certifications:

• Licensed with the California State Bar.

Skills:

• Clear and effective communication.
• Legal drafting and analysis.
• Time management and prioritization.
• Relationship building and client management.
• Financial and tax knowledge.
• Discretion and confidentiality.
• MS Office Suite proficiency.
• Experience with case management software, especially Wealth Counsel drafting.

Job Location: Escondido, CA

Benefits: The firm offers paid holidays, personal time off, health, dental, vision, life insurance, and 401K matching contributions.

Company info

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