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Estate Planning Attorney
Murrieta, CA · LegalEstate Planning Attorney – Join a Modern, Supportive Law Firm
Are you passionate about guiding clients to secure their legacies and protect their families? Do you want to be part of a team where your expertise is genuinely valued, your growth is supported, and your hard work is recognized? Are you looking to thrive in a tech-forward firm that prioritizes life-work balance, innovation, and collegiality? If so, we invite you to consider this opportunity.
Who We Are:
Our client is a top-rated law firm specializing in Estate Planning, Trust Administration, and Probate, serving clients across Southern California and beyond. Their firm stands apart for its commitment to innovation, compassionate service, and a collaborative environment where attorneys are empowered to excel. They leverage leading-edge technology to enhance efficiency and deliver an unmatched client experience—making “seeing an attorney” a positive, memorable milestone for families and individuals.
What Makes Them Different
Are you passionate about guiding clients to secure their legacies and protect their families? Do you want to be part of a team where your expertise is genuinely valued, your growth is supported, and your hard work is recognized? Are you looking to thrive in a tech-forward firm that prioritizes life-work balance, innovation, and collegiality? If so, we invite you to consider this opportunity.
Who We Are:
Our client is a top-rated law firm specializing in Estate Planning, Trust Administration, and Probate, serving clients across Southern California and beyond. Their firm stands apart for its commitment to innovation, compassionate service, and a collaborative environment where attorneys are empowered to excel. They leverage leading-edge technology to enhance efficiency and deliver an unmatched client experience—making “seeing an attorney” a positive, memorable milestone for families and individuals.
What Makes Them Different
- Positive, Collaborative Culture: They invest in the professional and personal well-being of their team, promoting mentorship, open communication, and shared success.
- Support Staff Excellence: Attorneys are aided by meticulously trained Assistants and Paralegals, enabling you to focus on legal strategy and high-value client counsel.
- Client-Service First: They pride themselves on five-star service, streamlining legal processes for clients and making complex planning truly understandable.
- Conduct in-depth consultations with prospective and current clients.
- Apply expertise to recommend strategies and implement complex estate plans—including trusts, wills, tax planning, and business succession.
- Draft and review a wide range of estate planning documents; explain provisions to clients in straightforward terms.
- Collaborate regularly with clients, accountants, financial advisors, and other professionals.
- Prioritize, manage, and advance multiple cases in a dynamic, fast-paced environment.
- Cultivate client relationships through clear, timely, and compassionate communication.
- Report on caseload progress in weekly meetings; contribute ideas for firm and process improvements.
- Serve as a leader and positive culture carrier within the team.
- J.D. from an accredited law school and active membership with the California State Bar.
- At least 3+ years of hands-on estate planning experience (from consult to document execution). Must have completed a minimum of 50 full Estate plans.
- Mastery of estate planning, probate, and trust administration concepts; strong working knowledge of taxes, finance, and investments as they relate to estate planning.
- Outstanding written and verbal communication skills; proven ability to simplify complex topics for clients of all backgrounds.
- Proficiency in MS Office Suite, timekeeping, and legal case management software; experience with Wealth Counsel drafting tools highly valued.
- Self-motivated, detail-oriented, and comfortable managing numerous matters simultaneously.
- High degree of integrity, discretion, and commitment to maintaining strict client confidentiality.
- A focus on solution-oriented service, teamwork, and continuous professional development.
- Competitive salary commensurate with experience and performance.
- Health, dental, vision, and life insurance.
- 401(k) with matching contributions.
- Generous paid holidays and personal time off.
- Professional development support, CLE, and bar dues covered.