Estate Planning Attorney
1 month ago
About Us
We are a boutique firm specializing in estate and trust planning and probate administration. Beyond a job description for an Estate Planning Attorney is the heart & soul of who we are, where we live and what we do. We are a 24 year-old Law firm in the heart of the Coachella Valley. We're a little untraditional but known as one of the more prominent Trust & Estate law firms. We kick up our boots when Stagecoach and Coachella roll in and enjoy the wonderful activities that encompass this beautiful resort town. What we don't do... is Litigate.
Our doors are open to Associates, those flirting with retirement and even those looking to head up their own firm. Whatever stage your career is, we have a spot for you Our clients are greeted with a warm hello and depending on the day of the week, sometimes a freshly baked pastry. We are family (and kitchen) oriented and most importantly, we work well together.
About You
You have 5+ years' experience in estate planning, trust administration and probate. You have a strong attention to detail as well as strong follow-through skills. Your verbal and written communication skills are excellent, and you pride yourself on your organizational abilities. You have worked with Mac-based systems and consider yourself tech savvy.
Qualifications:
- 5+ years in Estate Planning, Trust and Probate Administration
- Must be familiar with a variety of estate planning concepts
- Proficient in trust administration and probate practices and procedures
- High proficiency in computer skills a must
- Knowledge in Mac-Based system, Clio, Box & Wealth Docs a major plus
- No resume will be accepted without a Cover Letter
- Must hold a JD from State Bar approved law school
Desired Characteristics:
- Must possess high integrity and strong work ethics
- Team player and goal oriented
- Excellent communication and organizational abilities
- Attention to detail with strong follow-through skills
- Ability to multi-task and prioritize in a client-centric environment
- Willingness and ability to follow established processes and procedures
- Able to exercise excellent judgment
- A sense of humor wouldn't hurt
Salary is commensurate with experience.
Our physical office is in Indian Wells, California and hybrid work might be a possibility for one or two days a week, but this is still an on-site position.
We value our team and offer*:
- Profit sharing
- Matching 401k
- Paid time off
- Convenient location with free parking
- Collegial environment
*Waiting period may apply. Subject to change without notice.
To apply for this opportunity, send a resume and cover letter which includes your qualifications, what you do for fun, and why you think you are a good fit. We want you to wake up every day and be excited about serving this wonderful community. We want you to be part of the team and more importantly, part of our work family. This is the new Coachella Valley Culture, and our firm is writing the recipe.
Job Type: Full-time
Salary: Starting at $118,000
Benefits:
- 401(k)
- 401(k) matching
Schedule:
- Monday to Friday
Experience:
- Estate planning: 5 years (Preferred)
License/Certification:
- California Bar License (Required)
Work Location: In person
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