BCG Attorney Search
Estate Planning Attorney
BCG Attorney Search, La Quinta, California, us, 92247
A law firm in La Quinta, CA, seeks a dedicated and experienced Estate Planning Attorney to join their team. The ideal candidate will have a strong background in estate planning, with the ability to manage client relationships and handle cases from inception to conclusion. This role involves conducting client consultations, drafting estate planning documents, and collaborating with financial advisors and accountants. The attorney will be responsible for developing strategies to meet clients' objectives and ensuring the effective progression of cases. The firm offers competitive benefits, including paid holidays, personal time off, health insurance, and 401K matching contributions.Duties and Responsibilities
Conduct initial consultations with clients to understand their estate planning needs.Identify appropriate strategies to meet clients' objectives and provide recommendations.Draft estate planning documents, including wills, various types of trusts, and ancillary documents.Explain complex legal concepts and estate plan provisions to clients clearly and effectively.Self-manage to meet deadlines, prioritize tasks, and handle multiple projects simultaneously in a fast-paced environment.Regularly consult with clients, accountants, financial advisors, and other parties to advance cases effectively.Maintain consistent and timely communication to cultivate relationships with existing and future clients.Report on caseloads during weekly case review meetings.Develop a client following to enhance the firm's revenues.Requirements
Juris Doctor (J.D.) degree from an accredited law school.Licensed to practice law in the state of California.Minimum of 3+ years of estate planning experience, handling matters from inception to conclusion.Strong oral and written communication skills tailored to various situations and client needs.Working knowledge of finance, investments, and taxes.Ability to focus under pressure and adapt to changing environments.High degree of discretion, confidentiality, and integrity in handling client information, adhering to the Rules of Professional Conduct.Preferred Qualifications
Experience with Wealth Counsel drafting software.Demonstrated ability to develop a client following.Skills
Strong computer skills with extensive experience using MS Office Suite.Proficiency in timekeeping and case management software.Ability to explain complex legal concepts clearly.Excellent organizational and prioritization skills.Effective at managing multiple projects simultaneously.Strong interpersonal skills to foster client relationships.Certifications
Licensed to practice law in California.Job Location
Benefits Offered
Paid holidaysPersonal time offHealth, dental, vision, and life insurance401K matching contributionsCompany infoInterscope Geffen A&M Records (“IGA”) is home to some of the biggest artists in the world including: U2, Eminem, Kendrick Lamar, J Cole, Lady Gaga, and many more. As a leader in the music industry, we are always looking for talent...:,ActualValueFromSolar:null},{QuestionName:External Title,AnswerValue:Regional Vice President - Southern California,VerityZone:formtext4,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Employment Type,AnswerValue:Full-t...How we LEAD: Merchandise and commerce is becoming part of the fabric of music culture. For artists, it’s a way to develop and further articulate their brand. For fans, it’s another pathway to connecting with an artist and the cu...
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Conduct initial consultations with clients to understand their estate planning needs.Identify appropriate strategies to meet clients' objectives and provide recommendations.Draft estate planning documents, including wills, various types of trusts, and ancillary documents.Explain complex legal concepts and estate plan provisions to clients clearly and effectively.Self-manage to meet deadlines, prioritize tasks, and handle multiple projects simultaneously in a fast-paced environment.Regularly consult with clients, accountants, financial advisors, and other parties to advance cases effectively.Maintain consistent and timely communication to cultivate relationships with existing and future clients.Report on caseloads during weekly case review meetings.Develop a client following to enhance the firm's revenues.Requirements
Juris Doctor (J.D.) degree from an accredited law school.Licensed to practice law in the state of California.Minimum of 3+ years of estate planning experience, handling matters from inception to conclusion.Strong oral and written communication skills tailored to various situations and client needs.Working knowledge of finance, investments, and taxes.Ability to focus under pressure and adapt to changing environments.High degree of discretion, confidentiality, and integrity in handling client information, adhering to the Rules of Professional Conduct.Preferred Qualifications
Experience with Wealth Counsel drafting software.Demonstrated ability to develop a client following.Skills
Strong computer skills with extensive experience using MS Office Suite.Proficiency in timekeeping and case management software.Ability to explain complex legal concepts clearly.Excellent organizational and prioritization skills.Effective at managing multiple projects simultaneously.Strong interpersonal skills to foster client relationships.Certifications
Licensed to practice law in California.Job Location
Benefits Offered
Paid holidaysPersonal time offHealth, dental, vision, and life insurance401K matching contributionsCompany infoInterscope Geffen A&M Records (“IGA”) is home to some of the biggest artists in the world including: U2, Eminem, Kendrick Lamar, J Cole, Lady Gaga, and many more. As a leader in the music industry, we are always looking for talent...:,ActualValueFromSolar:null},{QuestionName:External Title,AnswerValue:Regional Vice President - Southern California,VerityZone:formtext4,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Employment Type,AnswerValue:Full-t...How we LEAD: Merchandise and commerce is becoming part of the fabric of music culture. For artists, it’s a way to develop and further articulate their brand. For fans, it’s another pathway to connecting with an artist and the cu...
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