from an accredited law school and licensed with the California State Bar 3 years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client Working knowledge of finance, investments, and taxes Great ability to focus under pressure and the willingness to do what needs to be done Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software Experience with Wealth Counsel drafting is desired Compensation details: 150000-225000 Yearly Salary PI87f2854a9014-25448-382281815c143e31-5e48-4549-b638-05792d185386 We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms.