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570 Estate Planning Attorney $150,000 - $170,000

Murrieta, California, United States

Job Type




About the Role

Job Description

Skills: licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting



Qualifications: D. from an accredited law school

Life is full of uncertainties. When people are endeavoring into the unexpected, they want to make sure that they are safe and protected. We help our clients plan today for peace of mind tomorrow. What does that mean for you? For us, it means guiding our clients through difficult conversations with thought, care, and a substantial amount of expertise. We are 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 team to go above and beyond to service clients in their most desperate hours of need.

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 because we value the culture we have instituted at our firm. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.


  • Conduct initial consultation with clients

  • Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client’s objectives

  • 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

  • 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


  • 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 to meet the client’s objectives

  • Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client

  • Working knowledge of finance, investments, and taxes

  • Great ability to focus under pressure and the willingness to do what needs to be done

  • 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

  • Tax experience or CPA a plus

  • A transferable book of business is a BIG plus

Benefits include:

  • Paid holidays

  • Personal time off

  • Health, dental, vision, and life insurance

  • 401K contributions

Job type:

  • Full-time

About the Company

We are located in Murrieta, California, United States

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