Estate Planning Attorney

Job Overview

A law firm in La Quinta, CA, seeks a dedicated and experienced Estate Planning Attorney to join their team. The ideal candidate will have a strong background in estate planning, with the ability to manage client relationships and handle cases from inception to conclusion. This role involves conducting client consultations, drafting estate planning documents, and collaborating with financial advisors and accountants. The attorney will be responsible for developing strategies to meet clients' objectives and ensuring the effective progression of cases. The firm offers competitive benefits, including paid holidays, personal time off, health insurance, and 401K matching contributions.

Duties and Responsibilities

• Conduct initial consultations with clients to understand their estate planning needs.
• Identify appropriate strategies to meet clients' objectives and provide recommendations.
• Draft estate planning documents, including wills, various types of trusts, and ancillary documents.
• Explain complex legal concepts and estate plan provisions to clients clearly and effectively.
• Self-manage to meet deadlines, prioritize tasks, and handle multiple projects simultaneously in a fast-paced environment.
• Regularly consult with clients, accountants, financial advisors, and other parties to advance cases effectively.
• Maintain consistent and timely communication to cultivate relationships with existing and future clients.
• Report on caseloads during weekly case review meetings.
• Develop a client following to enhance the firm's revenues.

Requirements

• Juris Doctor (J.D.) degree from an accredited law school.
• Licensed to practice law in the state of California.
• Minimum of 3+ years of estate planning experience, handling matters from inception to conclusion.
• Strong oral and written communication skills tailored to various situations and client needs.
• Working knowledge of finance, investments, and taxes.
• Ability to focus under pressure and adapt to changing environments.
• High degree of discretion, confidentiality, and integrity in handling client information, adhering to the Rules of Professional Conduct.

Preferred Qualifications

• Experience with Wealth Counsel drafting software.
• Demonstrated ability to develop a client following.

Skills

• Strong computer skills with extensive experience using MS Office Suite.
• Proficiency in timekeeping and case management software.
• Ability to explain complex legal concepts clearly.
• Excellent organizational and prioritization skills.
• Effective at managing multiple projects simultaneously.
• Strong interpersonal skills to foster client relationships.

Certifications

• Licensed to practice law in California.

Job Location

• La Quinta, CA

Benefits Offered

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