Estate Planning Attorney

A bit about us :

Our prestigious law firm is seeking an experienced Permanent Estate Planning Attorney to join our dynamic team. The ideal candidate will have a solid background in estate administration, tax planning, business advice, and the drafting of legal documents. This role requires a professional with a financial and accounting background who is deadline oriented and has superior client interaction and communication skills. This position also involves interaction with referral sources and requires a deep understanding of trusts and high-value estates. Excellent legal writing and research skills are a must.

Why join us?

• Health Insurance
• Dental Insurance
• Vision Insurance
• 401K

Job Details

Responsibilities :

As a Permanent Estate Planning Attorney, you will be responsible for providing comprehensive estate planning services to our high net worth clients. This includes :

1. Developing and implementing estate plans by drafting wills, trusts, and other estate planning documents.

2. Providing expert tax planning and business advice to clients.

3. Handling all aspects of estate administration.

4. Communicating effectively with clients to understand their needs and goals.

5. Interacting with referral sources to generate new business.

6. Conducting legal research and staying up-to-date on changes in estate and tax law.

7. Providing high-level client service with a focus on building and maintaining client relationships.

8. Reviewing and updating existing estate plans in light of changes in client circumstances or laws.

9. Working effectively to meet deadlines and manage multiple high-value estates simultaneously.

Qualifications :

To be considered for this role, you must have :

1. A Juris Doctorate from an accredited law school.

2. A minimum of 5 years of experience in estate planning, tax planning, and estate administration.

3. A strong financial and accounting background.

4. Excellent drafting skills with a focus on estate planning documents.

5. Exceptional legal research and writing abilities.

6. Excellent client service skills with a proven ability to interact effectively with clients and referral sources.

7. Strong organizational skills with the ability to manage multiple high-value estates and meet tight deadlines.

8. A deep understanding of trusts and high-value estates.

9. The ability to work independently and as part of a team.

This is a fantastic opportunity for an experienced Estate Planning Attorney to join a dynamic and prestigious law firm. If you have the required skills and experience, we would love to hear from you.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.