What are the responsibilities and job description for the Estate Planning Attorney - La Quinta, CA position at FutureRecruit?
Estate Planning Attorney - Full-time
Location: La Quinta, CA
Required Qualifications:
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J.D. from an accredited law school and licensed with the California State Bar.
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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.
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Effective, clear, concise, and accurate communication, both oral and written.
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Working knowledge of finance, investments, and taxes.
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Focus under pressure and the willingness to do what needs to be done.
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Demonstrated high degree of discretion, confidentiality, and integrity.
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Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
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Experience with Wealth Counsel drafting is desired.
Job Description
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Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
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Draft estate planning documents, including wills, distinct types of trusts, ancillary documents.
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Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment.
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Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
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Cultivate relationships with the firm's existing and future clients by maintaining consistent and timely communication.
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Report on caseload at a weekly case review meeting.
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Develop a client following to increase the firm's revenues
Benefits:
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Outstanding benefit packages and a people-first work environment
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Stable, growing company with tremendous opportunity for career advancement
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Competitive compensation and benefits