Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in San Diego, CA. The ideal candidate is experienced, empathetic, organized, and detail-oriented, ready to advance their career in a supportive environment. The firm focuses on estate planning, trust administration, and probate, leveraging technology and exceptional client service.

Duties

• Conduct initial consultations with clients.
• Identify strategies to meet client objectives and recommend appropriate trusts.
• Draft estate planning documents, including wills and various trusts.
• Explain complex legal concepts and estate plan provisions to clients.
• Manage multiple projects and meet deadlines in a fast-paced environment.
• Consult with clients, accountants, and financial advisors as needed.
• Maintain consistent communication with clients to cultivate relationships.
• Report on caseload at weekly case review meetings.
• Develop a client following to increase firm revenues.

Requirements

• J.D. from an accredited law school and licensed with the California State Bar.
• 3+ years of estate planning experience from inception to conclusion.
• Effective communication skills, both oral and written.
• Working knowledge of finance, investments, and taxes.
• Ability to focus under pressure and adapt to change.
• High degree of discretion, confidentiality, and integrity.
• Strong computer skills, including MS Office Suite and case management software.
• Experience with Wealth Counsel drafting is desired.

Education

• J.D. from an accredited law school.

Certifications

• Licensed with the California State Bar.

Skills

• Effective communication and interpersonal skills.
• Strong organizational and multitasking abilities.
• Proficiency in MS Office Suite and case management software.

Benefits

• Paid holidays.
• Personal time off.
• Health, dental, vision, and life insurance.
• 401K matching contributions.

Company info

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