Estate Planning Attorney

4 weeks ago


Palm Desert, California, United States FutureRecruit Full time
Job Title: Estate Planning Attorney

We are seeking an experienced Estate Planning Attorney to join our team at FutureRecruit. As an Estate Planning Attorney, you will be responsible for conducting initial consultations with clients, identifying their objectives, and developing strategies to meet their needs.

Key Responsibilities:
  • Conduct initial consultations with clients to understand their estate planning needs
  • Develop and implement estate plans, including wills, trusts, and ancillary documents
  • Collaborate with clients, accountants, financial advisors, and other parties to effectively manage cases
  • Cultivate relationships with clients and maintain consistent communication
  • Report on caseload at weekly case review meetings
  • Develop a client following to increase the firm's revenues
Requirements:
  • 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
  • Effective communication, both oral and written
  • Working knowledge of finance, investments, and taxes
  • Focus under pressure and 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
About Us:

FutureRecruit is a comprehensive legal services firm serving Southern California families and businesses with diligence and attention to detail. We are dedicated to providing tailored service to each client, recognizing the challenges they may face. Our team is committed to providing outstanding benefit packages and a people-first work environment, with a stable and growing company offering tremendous opportunity for career advancement.



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