What are the responsibilities and job description for the High-Net-Worth Estate Planning Attorney position at Jobot?
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Job details:
This Jobot Job is hosted by: Colleen Gormley
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $150,000 - $250,000 per year
A bit about us:
We are searching for a highly skilled and experienced Estate Planning Attorney to join our prestigious legal firm. The ideal candidate will be a dynamic individual with a deep understanding of high-net-worth estate planning and an unwavering commitment to client service. This is a permanent, full-time position that offers an exciting opportunity to work in a fast-paced, high-stakes environment with a team of dedicated professionals.
Why join us?
Competitive compensation package
Hybrid Work Schedule
Complete benefits package (medical, dental, vision)
PTO Company paid holidays
Accelerated Career Growth
Job Details
Responsibilities:
1. Providing comprehensive legal advice to clients on matters related to estate planning, trusts, and wills.
2. Drafting various estate planning documents including wills, trusts, powers of attorney, and health care directives.
3. Assisting clients with wealth transfer strategies and advising on tax implications.
4. Meeting with clients to gather information, explain legal options, and answer questions.
5. Conducting legal research and staying updated on changes in trust and estate law.
Qualifications
1. A Juris Doctorate degree from an accredited law school.
2. Admission to the state bar and in good standing.
3. A minimum of 5 years of experience in estate planning or a related field.
4. Extensive knowledge of trust and estate law, including tax-related matters.
5. Proven experience drafting and implementing estate planning documents.
6. Excellent negotiation, communication, and client management skills.
7. Detail-oriented with the ability to manage multiple cases simultaneously.
8. Strong research and analytical skills, with the ability to develop innovative legal strategies.
9. Commitment to maintaining confidentiality and exercising discretion.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
our LinkedIn page!
Job details:
This Jobot Job is hosted by: Colleen Gormley
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $150,000 - $250,000 per year
A bit about us:
We are searching for a highly skilled and experienced Estate Planning Attorney to join our prestigious legal firm. The ideal candidate will be a dynamic individual with a deep understanding of high-net-worth estate planning and an unwavering commitment to client service. This is a permanent, full-time position that offers an exciting opportunity to work in a fast-paced, high-stakes environment with a team of dedicated professionals.
Why join us?
Competitive compensation package
Hybrid Work Schedule
Complete benefits package (medical, dental, vision)
PTO Company paid holidays
Accelerated Career Growth
Job Details
Responsibilities:
1. Providing comprehensive legal advice to clients on matters related to estate planning, trusts, and wills.
2. Drafting various estate planning documents including wills, trusts, powers of attorney, and health care directives.
3. Assisting clients with wealth transfer strategies and advising on tax implications.
4. Meeting with clients to gather information, explain legal options, and answer questions.
5. Conducting legal research and staying updated on changes in trust and estate law.
Qualifications
1. A Juris Doctorate degree from an accredited law school.
2. Admission to the state bar and in good standing.
3. A minimum of 5 years of experience in estate planning or a related field.
4. Extensive knowledge of trust and estate law, including tax-related matters.
5. Proven experience drafting and implementing estate planning documents.
6. Excellent negotiation, communication, and client management skills.
7. Detail-oriented with the ability to manage multiple cases simultaneously.
8. Strong research and analytical skills, with the ability to develop innovative legal strategies.
9. Commitment to maintaining confidentiality and exercising discretion.
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $150,000 - $250,000