Estate Planning Attorney

Job DescriptionJob Description

Job Description:

Licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting

Qualifications

Degree from 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
• Extensive experience using MS Office Suite, timekeeping, and case management software
• Experience with Wealth Counsel drafting –
• Tax experience or CPA -
• A transferable book of business is a BIG plus -

Benefits include:

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