Job Description

• J.D. from an accredited law school and licensed with the California State Bar.
• Preferred 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.
• 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 a 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.

• Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
• Draft estate planning documents, including wills, distinct types of trusts, and ancillary documents.
• Self-start, meet deadlines, prioritize, manage multiple projects simultaneously, and 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.
• Cultivate relationships with the firm's 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.

• Comprehensive Legal Services: Estate Planning, Probate, Benefits Planning, and Business Law.
• Serving Southern California families and businesses with diligence and attention to detail, ensuring effective handling of every case and situation.
• Dedicated to providing tailored service to each client, recognizing the challenges they may face.
• outstanding benefit packages and a people-first work environment
• Stable, growing company with tremendous opportunity for career advancement
• Competitive compensation and benefits

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