Estate Planning Attorney

Murrieta office of a BCG Attorney Search Top Ranked Law Firm seeks an estate planning attorney with 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 clients objectives. The candidate will conduct an initial consultation with clients. Identify the appropriate strategy to meet the clients expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the clients objectives. Draft estate planning documents, including wills, distinct types of trusts, and 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, and 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 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 with Wealth Counsel drafting is desired. Tax experience or CPA is a plus. A transferable book of business is a BIG plus. Must be licensed in the California State Bar.

The candidate must have a D. from an accredited law school. Must have effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client. Must have a working knowledge of finance, investments, and taxes. Must have a great ability to focus under pressure and the willingness to do what needs to be done. Must demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct. Must have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software. The firm offers benefits that include Paid holidays, Personal time off, health, dental, vision, and life insurance, and 401K contributions.