Estate Planning Attorney

3 days ago


La Quinta CA USA, United States FutureRecruit Full time
Estate Planning Attorney Job Description

FutureRecruit is seeking an experienced Estate Planning Attorney to join our team. 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 identify their objectives and develop strategies to meet their needs.
  • Draft estate planning documents, including wills, trusts, and ancillary documents.
  • Self-start, meet deadlines, prioritize, and manage multiple projects simultaneously.
  • Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
  • Cultivate relationships with 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:

  • J.D. from an accredited law school and licensed with the California State Bar.
  • 3+ years of estate planning experience handling matters from inception to conclusion.
  • 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.

Benefits:

  • Outstanding benefit packages and a people-first work environment.
  • Stable, growing company with tremendous opportunity for career advancement.
  • Competitive compensation and benefits.


  • La Quinta, United States FutureRecruit Full time

    Job Title: Estate Planning AttorneyFutureRecruit is seeking an experienced Estate Planning Attorney to join our team.Job Summary:We are looking for a skilled Estate Planning Attorney to handle matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents.Key...


  • La Quinta, United States Shoup Legal, a Professional Law Corporation Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Shoup Legal, a Professional Law Corporation. As an Estate Planning Attorney, you will be responsible for helping clients protect themselves and their families through effective estate planning strategies.Key ResponsibilitiesConduct initial consultations with clients to...


  • La Quinta, California, United States Shoup Legal, a Professional Law Corporation Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Shoup Legal, a Professional Law Corporation. As a key member of our estate planning team, you will be responsible for providing exceptional legal services to our clients, helping them protect their assets and ensure their wishes are carried out.Key...


  • La Quinta, California, United States Shoup Legal. A Professional Law Co Full time

    About the RoleWe are seeking an experienced and empathetic Estate Planning Attorney to join our team at Shoup Legal. A Professional Law Co. As an Estate Planning Attorney, you will play a crucial role in helping clients protect themselves and their families through effective estate planning strategies.Responsibilities:Conduct initial consultations with...


  • La Quinta, California, United States Shoup Legal. A Professional Law Co Full time

    About the RoleWe are seeking an experienced and skilled Estate Planning Attorney to join our team at Shoup Legal. A Professional Law Co. As an Estate Planning Attorney, you will play a critical role in helping our clients protect their assets and ensure their wishes are carried out.Key ResponsibilitiesConduct initial consultations with clients to understand...


  • La Quinta, California, United States Shoup Legal. A Professional Law Co Full time

    About the RoleWe are seeking an experienced Estate Planning Attorney to join our team at Shoup Legal. A Professional Law Co. As an Estate Planning Attorney, you will be responsible for conducting initial consultations with clients, identifying the appropriate strategy to meet their objectives, and drafting estate planning documents.ResponsibilitiesConduct...


  • La Quinta, CA, United States Shoup Legal. A Professional Law Co Full time

    Please note, applicants who do not follow instructions when applying will not be considered for the position. Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work? Are you looking for a fresh start at a technology-forward...


  • La Quinta, United States FutureRecruit Full time

    Estate Planning Attorney - Full-timeLocation: La Quinta, CA Required Qualifications: J.D. from an 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...


  • California, USA, United States Tresp Law, APC Full time

    Dynamic Estate Planning Attorney WantedTresp Law, APC, a prestigious law firm, is seeking a skilled estate planning attorney to join our team in Solana Beach, California. This is an excellent opportunity to establish a long-term career with a clear path to partnership and to play a key role in our continued growth.We offer a competitive base salary,...


  • Murrieta, CA, United States Shoup Legal. A Professional Law Co Full time

    Description:Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work?Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you!If...


  • Murrieta, CA, United States Shoup Legal. A Professional Law Co Full time

    Description:Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work?Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you!If...


  • Miami, FL , USA, United States De Novo Review Inc Full time

    Job Title: Associate Attorney - Estate Planning and ProbateJob Summary: De Novo Review Inc is seeking an ambitious and motivated Estate Planning and Probate attorney to join our team. The ideal candidate will possess strong litigation skills and a thorough knowledge of estate planning strategies.Responsibilities:Handle a diverse caseload involving all facets...


  • Walnut Creek, CA, United States Robert Half Full time

    DescriptionAttorneys with a passion for the Legal industry will be interested in this well-known firm's opportunity via Robert Half. If you're eager to learn from an experienced partner with an interest in furthering their career, you will thrive in this role. This permanent Attorney role is based out of Walnut Creek, California.Responsibilities- Work with...

  • Real Estate Attorney

    2 weeks ago


    Washington, DC , USA, United States Clearlab SG Pte Ltd Full time

    Job Title: Real Estate AttorneyWe are seeking a highly skilled Real Estate Attorney to join our team at Clearlab SG Pte Ltd. The ideal candidate will have a strong background in corporate law and real estate transactions.Key Responsibilities:Assist in the preparation and review of real estate contracts and agreementsConduct due diligence on properties and...

  • Real Estate Attorney

    2 weeks ago


    Birmingham, AL, USA, United States Taco Bell Full time

    Job Title: Real Estate AttorneyWe are seeking a highly skilled Real Estate Attorney to join our team at Taco Bell. As a key member of our legal department, you will play a critical role in ensuring the smooth execution of our real estate transactions.Key Responsibilities:Drafting and Reviewing Contracts: Assist in the preparation, review, and negotiation of...

  • Real Estate Attorney

    4 weeks ago


    Miami, FL, USA, United States Ascension Global Staffing & Executive Search Full time

    Job OpportunityAscension Global Staffing & Executive Search, a leading national recruiting firm, is seeking a talented Real Estate Attorney to join our esteemed Real Estate practice in Miami.We are looking for a highly skilled and motivated individual with 2-4 years of experience in real estate transactional law, preferably from a large law firm. The ideal...

  • Real Estate Attorney

    4 weeks ago


    California, USA, United States Success Matcher Recruitment, LLC Full time

    Real Estate Attorney Job DescriptionSuccess Matcher Recruitment, LLC is seeking a highly experienced Real Estate Attorney to join their team. The ideal candidate will possess a robust background in commercial real estate law, with extensive experience in the acquisition, ownership, and disposition of real property.Key Responsibilities:Transaction Management:...


  • St. Louis, MO, USA, United States Insight Global, Inc. Full time

    Job Title: Senior Real Estate AttorneyInsight Global, Inc. is seeking a highly skilled Senior Real Estate Attorney to join its team in St. Louis, Missouri. As a Senior Real Estate Attorney, you will be responsible for managing a team of attorneys and staff, implementing effective scheduling and follow-up on files, and ensuring timely processing and sound...


  • Tampa, FL , USA, United States Fisher Investments Full time

    About the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at Fisher Investments. As an Estate Planning Specialist, you will play a critical role in helping our clients understand their existing estate plan and identify next steps in fulfilling their planning goals.Key ResponsibilitiesWork directly with high-net-worth clients...


  • Tampa, FL , USA, United States Fisher Investments Full time

    About the RoleWe are seeking an experienced Estate Planning Specialist to join our Financial Planning Team at Fisher Investments. As an Estate Planning Specialist, you will play a crucial role in helping our high-net-worth clients better understand their existing estate plan and identify next steps in fulfilling their planning goals.Key ResponsibilitiesWork...