$120,000–$150,000 Per Year
Attorney, Communication Skills, Customer Relations, Customer Support/Service, Develop and Maintain Customers, Estate Planning, Financial Services, Legal, Presentation/Verbal Skills, Relationship Management, Sales Management, Strategic Planning, Team Player, Writing Skills
A client-focused estate planning practice is hiring an Estate Planning Attorney for its Murrieta and Corona offices. This opportunity is designed for attorneys who want to focus primarily on client interaction in a highly supported environment.
Attorneys in this role spend approximately 85–90% of their time working directly with clients. Dedicated internal teams handle the majority of non-attorney tasks, allowing attorneys to concentrate on advising, strategy, and relationship management.
Responsibilities:
- Conduct initial client consultations
- Develop estate planning strategies and recommend trust structures
- Draft complete estate plans, including wills and trusts
- Explain legal concepts clearly to clients
- Collaborate with financial professionals and third parties
- Maintain ongoing client communication
- Attend weekly case review meetings
- Manage multiple matters simultaneously
Candidate Requirements:
- Minimum of 10 completed estate plans (start to finish)
- 3+ years of estate planning experience preferred
- Active California Bar license
- Strong written and verbal communication skills
- Comfort with legal technology and drafting software
Compensation Structure:
- Base salary: $120,000 (less experienced) to $140,000–$150,000 (experienced)
- Total compensation typically ranges from $150,000 to $225,000
Benefits:
- $500 monthly stipend for medical, dental, or vision
- 401(k) with up to 4% employer match (eligibility in year two)
- 10 federal holidays, 5 sick days, 15 vacation days
- Additional perks, including phone reimbursement and team events
Work Environment:
- Fully onsite in Corona
- Collaborative, client-service-driven setting
- Strong internal support structure
Salary Range: $120,000–$150,000
Reference: 148611