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Trusts and Estates Legal Counsel

2 months ago

Murrieta, California, United States Tekreliance LLC Full time
Position Overview:

We are in search of a qualified and licensed legal expert to fill the role of Trusts and Estates Legal Counsel. This position is ideal for individuals who are dedicated to assisting clients with their estate planning requirements.

About Tekreliance LLC:

Tekreliance LLC is a reputable firm committed to delivering exceptional legal services throughout California.

Role Responsibilities:

As an essential contributor to our organization, your responsibilities will include:

  • Managing estate planning cases comprehensively, from initial consultations to the formulation of estate strategies and the drafting of necessary legal documents.
  • Exhibiting proficiency in financial matters, investment strategies, and tax implications.
  • Effectively utilizing software tools such as MS Office Suite, timekeeping applications, and case management systems.
  • Employing Wealth Counsel drafting software (preferred).
  • Having experience in taxation or holding a CPA certification (preferred).
  • Possessing a transferable client portfolio (preferred).
Required Qualifications:

To qualify for this position, candidates must possess:

  • A valid California State Bar license.
  • A minimum of 3 years of experience in estate planning.
  • A Juris Doctor degree from an accredited law institution.
Employee Benefits:
  • Paid holidays.
  • Personal time off.
  • Comprehensive health, dental, vision, and life insurance plans.
  • 401K retirement plan contributions.