Estate Planning Attorney

A well-established law firm in Murrieta, CA, is actively seeking a skilled Estate Planning Attorney with a strong background in trust and estate law. This role is ideal for a professional who is passionate about guiding clients through complex planning decisions, committed to delivering excellent service, and looking for a collaborative, technology-forward environment that prioritizes both productivity and quality of life.

Duties

Conduct detailed client consultations and assess planning needs

Recommend and implement tailored estate planning strategies

Draft comprehensive estate planning documents (e.g., wills, multiple types of trusts, ancillary documents)

Explain complex legal concepts and estate plan provisions clearly to clients

Collaborate with accountants, financial advisors, and external professionals

Maintain frequent client communication to foster long-term relationships

Manage multiple cases and deadlines in a dynamic legal setting

Provide regular status updates during internal case review meetings

Engage in business development efforts to contribute to the firm's growth

Requirements

Active license with the California State Bar

Minimum of 3 years of experience handling estate planning matters from intake to document execution

Proficiency in interpreting and applying estate, tax, and trust principles

Demonstrated ability to manage confidential and sensitive information with integrity

Strong organizational and multitasking abilities

Clear and articulate communicator, both in writing and speech

Capability to work autonomously and collaboratively

Education

Juris Doctor (J.D.) from an accredited law school

Certifications

Admission to the California Bar in good standing

Skills

Proficiency with Microsoft Office Suite and legal case management software

Familiarity with legal document automation tools; experience with WealthCounsel is preferred

Knowledge of financial instruments and basic tax planning principles

Strong attention to detail and analytical reasoning

Client-focused approach with excellent interpersonal skills

Job Location

Murrieta, California

Full-time, on-site position

Health, dental, vision, and life insurance coverage

401(k) with employer matching contributions

Paid holidays and personal time off

Supportive team environment with access to trained legal assistants and paralegals

Forward-thinking work culture that emphasizes innovation and work-life balance

Company info

J-18808-Ljbffr