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Estate Planning Attorney

2 months ago

Murrieta, United States Lumio Inc Full time
Job Description
Skills: licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting

Qualifications: D. from an accredited law school

If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.

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
Requirements
  • 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 to meet the client's objectives
  • Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
  • Working knowledge of finance, investments, and taxes
  • Great ability to focus under pressure and the willingness to do what needs to be done
  • Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
  • Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
  • Experience with Wealth Counsel drafting is desired
  • Tax experience or CPA a plus
  • A transferable book of business is a BIG plus
Benefits
  • Paid holidays
  • Personal time off
  • Health, dental, vision, and life insurance
  • 401K contribution