Estate Planning Attorney
3 months ago
Job Description:
Licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting
Qualifications
Degree from 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
- Extensive experience using MS Office Suite, timekeeping, and case management software
- Experience with Wealth Counsel drafting – Preferred
- Tax experience or CPA - Preferred
- A transferable book of business is a BIG plus - Preferred
Benefits include:
- Paid holidays
- Personal time off
- Health, dental, vision, and life insurance
- 401K contributions
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