Estate Planning Attorney
2 months ago
Murrieta
Job Description Estate Planning Attorney - Join a Modern, Supportive Law Firm Are you passionate about guiding clients to secure their legacies and protect their families? Do you want to be part of a team where your expertise is genuinely valued, your growth is supported, and your hard work is recognized? Are you looking to thrive in a tech-forward firm that prioritizes life-work balance, innovation, and collegiality? If so, we invite you to consider this opportunity. Who We Are: Our client is a top-rated law firm specializing in Estate Planning, Trust Administration, and Probate, serving clients across Southern California and beyond. Our firm stands apart for its commitment to innovation, compassionate service, and a collaborative environment where attorneys are empowered to excel. They leverage leading-edge technology to enhance efficiency and deliver an unmatched client experience-making "seeing an attorney" a positive, memorable milestone for families and individuals. What Makes Them Different • Positive, Collaborative Culture: We invest in the professional and personal well-being of our team, promoting mentorship, open communication, and shared success., • Support Staff Excellence: Attorneys are aided by meticulously trained Assistants and Paralegals, enabling you to focus on legal strategy and high-value client counsel., • Conduct in-depth consultations with prospective and current clients., • Apply expertise to recommend strategies and implement complex estate plans-including trusts, wills, tax planning, and business succession., • Draft and review a wide range of estate planning documents; explain provisions to clients in straightforward terms., • Collaborate regularly with clients, accountants, financial advisors, and other professionals., • Prioritize, manage, and advance multiple cases in a dynamic, fast-paced environment., • Cultivate client relationships through clear, timely, and compassionate communication., • Report on caseload progress in weekly meetings; contribute ideas for firm and process improvements., • J.D. from an accredited law school and active membership with the California State Bar., • At least 3+ years of hands-on estate planning experience (from consult to document execution). Must have completed a minimum of 50 full Estate plans., • Mastery of estate planning, probate, and trust administration concepts; strong working knowledge of taxes, finance, and investments as they relate to estate planning., • Outstanding written and verbal communication skills; proven ability to simplify complex topics for clients of all backgrounds., • Proficiency in MS Office Suite, timekeeping, and legal case management software; experience with Wealth Counsel drafting tools highly valued., • Self-motivated, detail-oriented, and comfortable managing numerous matters simultaneously., • High degree of integrity, discretion, and commitment to maintaining strict client confidentiality., • Competitive salary commensurate with experience and performance., • Health, dental, vision, and life insurance., • 401(k) with matching contributions., • Generous paid holidays and personal time off.