Estate Planning Attorney at Jobot
Murrieta, CA 92563
About the Job
This Jobot Job is hosted by: Karyn Spies
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $140,000 - $160,000 per year
A bit about us:
Estate planning, probate, benefits planning and business law firm serving Southern California.
Why join us?
We are focused on leveraging technology to provide clients with an experience not seen in other firms. Our Attorneys receive support from our team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney’s office should be a positive experience, and not an uncomfortable one.
Job Details
Responsibilities:
Qualifications:
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $140,000 - $160,000 per year
A bit about us:
Estate planning, probate, benefits planning and business law firm serving Southern California.
Why join us?
We are focused on leveraging technology to provide clients with an experience not seen in other firms. Our Attorneys receive support from our team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney’s office should be a positive experience, and not an uncomfortable one.
Job Details
Responsibilities:
- Conduct initial consultation with clients
- Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client’s objectives
- Draft estate planning documents, including wills, distinct types of trusts, 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, 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 firm’s 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 firm’s revenues
Qualifications:
- J.D. from an accredited law school and licensed with the California State Bar
- 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 client’s objectives
- Working knowledge of finance, investments, and taxes
- Experience with Wealth Counsel drafting is desired
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
140,000 - 160,000 /year