Estate Planning Attorney

1 week ago

Murrieta, California, United States Nexus Talent Connect Full time

Unlock Your Potential as an Estate Planning Attorney

Nexus Talent Connect is seeking a skilled and compassionate Estate Planning Attorney to join our team. As a key member of our team, you will be responsible for providing expert estate planning solutions to clients, helping them achieve their goals and objectives.

Key Responsibilities:

  • Client Consultation: Conduct thorough consultations with clients to understand their needs and develop tailored estate plans.
  • Strategic Planning: Analyze client needs and devise strategies to achieve their estate planning objectives, providing expert recommendations on trust types when necessary.
  • Document Creation: Draft a range of estate planning documents, including wills, trusts, and supplementary paperwork.
  • Clear Communication: Effectively communicate complex legal concepts and intricacies of the estate plan to clients in a clear and understandable manner.
  • Deadline Management: Prioritize tasks, meet deadlines, and manage multiple projects in a dynamic environment.
  • Stakeholder Collaboration: Liaise with clients, accountants, financial advisors, and other relevant parties to ensure smooth progress and resolution of cases.
  • Client Relationship Building: Cultivate strong relationships with current and prospective clients through consistent and timely communication.
  • Case Reporting: Provide detailed updates on caseload during weekly review meetings.
  • Business Development: Contribute to the firm's growth by developing a loyal client base and increasing revenue through exceptional service and expertise.

Qualifications:

  • Legal Credentials: Possess a Juris Doctor degree from an accredited law school and be licensed with the California State Bar.
  • Experience: Preferred 3+ years of experience in estate planning, encompassing client meetings, strategy development, and document preparation.
  • Communication Skills: Demonstrate effective verbal and written communication skills, adapting to various situations and client needs.
  • Financial Acumen: Exhibit a working knowledge of finance, investments, and taxes to provide comprehensive estate planning advice.
  • Resilience: Ability to remain focused under pressure and willingness to adapt to changing circumstances.
  • Ethical Standards: Uphold discretion, confidentiality, and integrity in handling client information, adhering to professional codes of conduct.
  • Technical Proficiency: Strong computer skills, including experience with MS Office Suite, timekeeping, and case management software.
  • Additional Assets: Tax experience or CPA certification is beneficial. A transferable book of business is highly desirable.

Compensation and Benefits:

  • $140,000 - $150,000 annual salary
  • Paid holidays
  • Personal time off
  • Comprehensive health, dental, vision, and life insurance coverage
  • 401K contributions

Schedule and Location:

  • Full-time based in Murrieta, CA
  • Stable Monday to Friday work schedule

Nexus Talent Connect is an Equal Opportunity Employer

At Nexus Talent Connect, we champion diversity as a core pillar of our organizational ethos. We are unwavering in our commitment to cultivating an inclusive hiring process that respects and values individuals of all backgrounds, including age, race, ethnicity, gender identity, sexual orientation, abilities, religion, and perspectives. We believe that diverse experiences and viewpoints fuel innovation and enrich the workplace environment. We are dedicated to providing equal opportunities.

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