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Nexus Talent Connect

Estate Planning Attorney

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  • Full Time
  • $140,000 - $150,000
  • Murrieta, CA
March 29, 2024 Attorney Trusts & Estates

Job Description

Attention Estate Planning Attorneys! Are you experienced, empathetic, and detail-oriented? Ready to advance your career? Nexus Talent Connect wants you! 



Key Responsibilities:

  • Client Consultation: Initiate and conduct thorough consultations with clients to understand their goals and objectives.
  • Strategic Planning: Analyze client needs and devise tailored strategies to achieve their estate planning objectives, providing expert recommendations on trust types when necessary.
  • Document Creation: Skillfully draft a range of estate planning documents, including wills, various trusts, and supplementary paperwork.
  • Clear Communication: Effectively communicate complex legal concepts and intricacies of the estate plan to clients in a clear and understandable manner.
  • Deadline Management: Demonstrate initiative in prioritizing tasks, meeting deadlines, and effectively managing multiple projects in a dynamic environment.
  • Stakeholder Collaboration: Regularly liaise with clients, accountants, financial advisors, and other relevant parties to ensure smooth progress and resolution of cases.
  • Client Relationship Building: Cultivate strong relationships with current and prospective clients through consistent and timely communication to enhance satisfaction and loyalty.
  • Case Reporting: Provide detailed updates on caseload during weekly review meetings to facilitate transparency and team collaboration.
  • Business Development: Contribute to the firm's growth by developing a loyal client base and increasing revenue through exceptional service and expertise.


Qualifications:

  • Legal Credentials: Possess a Juris Doctor degree from an accredited law school and be licensed with the California State Bar.
  • Experience: Preferred 3+ years of experience in estate planning, encompassing client meetings, strategy development, and document preparation.
  • Communication Skills: Demonstrate effective verbal and written communication skills, adapting to various situations and client needs.
  • Financial Acumen: Exhibit a working knowledge of finance, investments, and taxes to provide comprehensive estate planning advice.
  • Resilience: Ability to remain focused under pressure and willingness to adapt to changing circumstances.
  • Ethical Standards: Uphold discretion, confidentiality, and integrity in handling client information, adhering to professional codes of conduct.
  • Technical Proficiency: Strong computer skills, including experience with MS Office Suite, timekeeping, and case management software. Familiarity with Wealth Counsel drafting is advantageous.
  • Additional Assets: Tax experience or CPA certification is beneficial. A transferable book of business is highly desirable.


Compensation and Benefits:

  • $140,000 - $150,000 annual salary 
  • Paid holidays
  • Personal time off
  • Comprehensive health, dental, vision, and life insurance coverage
  • 401K contributions


Schedule and Location: 

  • Full-time based in Murrieta, CA 
  • Stable Monday to Friday work schedule

 

Nexus Talent Connect is an Equal Opportunity Employer

At Nexus Talent Connect, we champion diversity as a core pillar of our organizational ethos. We are unwavering in our commitment to cultivating an inclusive hiring process that respects and values individuals of all backgrounds, including age, race, ethnicity, gender identity, sexual orientation, abilities, religion, and perspectives. We believe that diverse experiences and viewpoints fuel innovation and enrich the workplace environment. We are dedicated to providing equal opportunities. 

Salary
  • $140,000 - $150,000


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