5 Estate Planning Attorney Jobs in Murrieta, CA
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Top Tier Reps is Hiring an Estate Planning Attorney Near Murrieta, CA
Yearly Salary: $150,000 - $170,000
If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm.
We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.
Responsibilities
If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm.
We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.
Responsibilities
- Conduct 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, 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, 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
- D. from an accredited law school and licensed with the California State Bar
- Preferred 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
- Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
- Working knowledge of finance, investments, and taxes
- Great ability to focus under pressure and the willingness to do what needs to be done
- Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
- Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
- Experience with Wealth Counsel drafting is desired
- Tax experience or CPA a plus
- A transferable book of business is a BIG plus
- Paid holidays
- Personal time off
- Health, dental, vision, and life insurance
- 401K contributions
Job Summary
JOB TYPE
Full Time
SALARY
$158k-202k (estimate)
POST DATE
03/24/2024
EXPIRATION DATE
08/06/2024
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The job skills required for Estate Planning Attorney include Estate Planning, Life Insurance, Integrity, CPA, etc. Having related job skills and expertise will give you an advantage when applying to be an Estate Planning Attorney. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Estate Planning Attorney. Select any job title you are interested in and start to search job requirements.
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