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Estate Planning Attorney
2 months ago
- Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
- Draft estate planning documents, including wills, distinct types of trusts, ancillary documents.
- 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.
- J.D. from an accredited law school and licensed with the California State Bar.
- Preferred 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.
- Effective, clear, concise, and accurate communication, both oral and written.
- Working knowledge of finance, investments, and taxes.
- Focus under pressure and the willingness to do what needs to be done.
- Demonstrated high degree of discretion, confidentiality, and integrity.
- Strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software.
- Experience with Wealth Counsel drafting is desired.
