Estate Planning Attorney Job at Tekreliance LLC, Murrieta, CA

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  • Tekreliance LLC
  • Murrieta, CA

Job Description

Job Description

Job Description

Job Description:

Licensed with the California State Bar, estate planning experience, finance, investments, taxes, Wealth Counsel drafting

Qualifications

Degree from 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
  • Working knowledge of finance, investments, and taxes
  • Extensive experience using MS Office Suite, timekeeping, and case management software
  • Experience with Wealth Counsel drafting – Preferred
  • Tax experience or CPA - Preferred
  • A transferable book of business is a BIG plus - Preferred


Benefits include:

  • Paid holidays
  • Personal time off
  • Health, dental, vision, and life insurance
  • 401K contributions

Job Tags

Holiday work,

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