Estate Planning / Tax Attorney

Description :

Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture.

We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients exceptional value and quality representation.

Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney's office should be a positive experience, and not an uncomfortable one.

Draft estate planning documents, including wills, distinct types of trusts, ancillary documents

Ability to explain complex legal concepts and explain all provisions of the estate plan to the client

Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment

Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward

Paid holidays

~ Personal time off

~ Health, dental, vision, and life insurance

~Full-time

On-site

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 estate plan documents to meet the client's objectives

~ Working knowledge of finance, investments, and taxes

~ Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct

~ Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software

~ Experience with Wealth Counsel drafting is desired