Estate Planning Attorney ESF6090 Job at ExpertHiring, La Quinta, CA

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  • ExpertHiring
  • La Quinta, CA

Job Description

What is it for you:

  • Comprehensive Legal Services: Estate Planning Probate Benefits Planning and Business Law.
  • Serving Southern California families and businesses with diligence and attention to detail ensuring effective handling of every case and situation.
  • Dedicated to providing tailored service to each client recognizing the challenges they may face.
  • outstanding benefit packages and a peoplefirst work environment
  • Stable growing company with tremendous opportunity for career advancement
  • Competitive compensation and benefits

Job Type : Full Time

Location : Murrieta California

Pay : Excellent

Job Description

What you will be doing:

  • Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
  • Draft estate planning documents including wills distinct types of trusts ancillary documents.
  • Selfstart meet deadlines prioritize manage multiple projects simultaneously work well with change in a fastpaced environment.
  • Regularly consult with clients accountants financial advisors and other parties as needed to effectively move cases forward.
  • Cultivate relationships with the firms 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 firms revenues.

Experience you will need:

  • J.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.
  • Effective clear concise and accurate communication both oral and written.
  • Working knowledge of finance investments and taxes.
  • Focus under pressure and the willingness to do what needs to be done.
  • Demonstrated high degree of discretion confidentiality and integrity.
  • Strong computer skills with extensive experience using MS Office Suite timekeeping and case management software.
  • Experience with Wealth Counsel drafting is desired.

Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days

Nick Vyas


#INDEH123

Job Tags

Full time,

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