Job Title – Estate Planning Attorney

Location – Murrieta, California

Job Description:

Licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting

Qualifications

• Degree from 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 to meet the client’s objectives.
• Working knowledge of finance, investments, and taxes.
• Extensive experience using MS Office Suite, timekeeping, and case management software.
• Experience with Wealth Counsel drafting – Preferred
• Tax experience or CPA – Preferred
• A transferable book of business is a BIG plus – Preferred

Benefits include:

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance
• 401K contributions

Job Type: Full-time

Pay: $150,000.00 - $170,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

License/Certification:

• California State Bar (Required)

Ability to Commute:

• Murrieta, CA 92562 (Required)

Work Location: In person