Java Developer-ESF3583

What you will be doing:

• Conduct initial consultation with clients and identify the appropriate strategy to meet their objectives.
• Draft estate planning documents including wills distinct types of trusts ancillary documents.
• Selfstart meet deadlines prioritize manage multiple projects simultaneously work well with change in a fastpaced environment.
• Regularly consult with clients accountants financial advisors and other parties as needed to effectively move cases forward.
• Cultivate relationships with the firms existing and future clients by maintaining consistent and timely communication.
• Report on caseload at a weekly case review meeting.
• Develop a client following to increase the firms revenues.

Experience you will need:

• J.D. from an accredited law school and licensed with the California State Bar.
• Preferred 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.
• Effective clear concise and accurate communication both oral and written.
• Working knowledge of finance investments and taxes.
• Focus under pressure and the willingness to do what needs to be done.
• Demonstrated high degree of discretion confidentiality and integrity.
• Strong computer skills with extensive experience using MS Office Suite timekeeping and case management software.
• Experience with Wealth Counsel drafting is desired.