Opportunity
Estate Planning Attorney
We’re searching for an experienced estate planning attorney who has an engaging, empathetic communication style, with natural warmth and enthusiasm. The work involves driving toward results by enrolling the commitment and buy-in of others; both prospective clients and our team. If this is you, please watch this video and read this entire page …
If this is you, please read this entire page …
Join us as our:
Estate Planning Attorney
This position requires a very careful adherence to well-defined work. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality, with consistent correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious. Both the content and the presentation are important; all work must be highly polished. It is very clear what needs to be done, and what the expected results are. This clarity will come either from the firm’s founder, clients or established processes. The established procedures and processes must be followed very closely. Much of the work can be accomplished by working at a steady, even pace. There is much consistency and familiarity and it is generally feasible to plan large blocks of work ahead of time. When work duties do change, there is ample foresight and time to prepare. The work is best accomplished working as an individual, with great dependence on insights and introspection. The work is helpful in nature; providing support and/or service to others in an environment free from competition. Interacting with clients requires a collaborative, professional, formal manner where the focus is on achieving results pleasantly and correctly.
Position Overview
When you read the characteristics of the role, we know you’ll be happy because they match who you are:
- You’ll get to work at a steady, even pace
- No surprises – there’s a lot of predictability from one day to the next
- Job activities are consistent, and results are repeatable
- We have well-define processes and procedures
- This is a people-focused job, though being somewhat reserved works well too
- This role has a helpful, “service” orientation
- Strong focus on repeatable, very high-quality results
- We’ll embrace your natural thorough, by the book, decision-making
- Examination of the facts, established procedure, or proven process must preclude decision-making
- Communication is factual, polite, and professional in nature
- Need to speak with great specificity and knowledgeable detail about areas of responsibility; not required to speak at length about other topics
- Authority and responsibility is shared with others, such as in a team environment where people have worked together for long periods of time
- When delegation of details is required, this position requires strong follow-up to ensure that work quality and attention to detail remain very high
- Leadership style required involves being an expert and using that knowledge to be a resource for others’ learning and development
Reporting Relationship
- You will directly report to the Managing Attorney of the firm, Angela Klenk.
- You will be supported by a drafting Paralegal, as well as a Client Coordinator to help with logistics.
Responsibilities
- Collaborate with clients and other team members to efficiently meet the client’s goals
- Contemporaneously memorialize discussions and decisions, and record your time, in our electronic case management system
- Draft high-quality, timely work product (correspondence, estate planning documents with customized provisions, court petitions, strategy recommendations, settlement agreements, etc.)
- Prepare for and lead meetings with clients and their advisors
- Review client issues on legal matters, analyze available options, and diligently work to determine the best course of action
- Delegate work to paralegals and legal assistants and monitor/review their work
Qualifications
- 3+ years of Trusts and Estates law experience; able to spot issues, including income, estate, and property tax planning issues, in recommending strategies, and know where to find the rules to back up that strategy
- Experience and maturity to run a full caseload of estate planning matters, both simple and complex, with minimal supervision
- Sees a “case file” as more than just paper—but as an opportunity to help someone; you have the empathy and compassion to give clients outstanding representation
- Incredible verbal and written communication skills; projects confidence and competence
- Precise, detail-oriented, focused
- Extremely self-sufficient and dependable, skilled at follow-up and organization
- Reliable team player—teachable and excited to learn, and able to handle constructive criticism
- Tech-savvy and skilled using Microsoft Office products (experience with practice and document management software, specifically, Actionstep and/or NetDocuments is a plus but not required)
- Licensed to practice in law in the state of California
Qualifications
Here at Beach Cities Estate Law we know our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. And we believe in data and analytics. Please take 5-minutes to do our survey. This is not a test, there are no right or wrong responses, we’re not looking for any specific answers. Just be easy about it, don’t over think, you’ll get your results instantly, and we’ll be in touch shortly.
Education and/or Experience
- B.A. degree with major in business, marketing, advertising, or communications preferred, but overall, a strong track record with or without a degree is essential.
- Experience with Windows Operating System, Office 365, Google Workspace, Adobe Acrobat Pro, Keap/Infusionsoft and/or Zoho, is preferred but not required.
Key Performance Indicators
- % over/under firm’s revenue target
- # of Qualified Leads
- Cost Per Acquisition
- ROI of Marketing Budget and improvement of ROI month-over-month/year-over-year
- Lead to Client Conversion Rate
This post closes October 15, 2021 – you have this much time left to apply:
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Quick and easy steps for applying for this position:
Provide Your Contact Details
Answer a few contact-related questions about who you are.
1
Upload Your Resume
You will be asked to upload your current Resume in Microsoft Word or PDF format.
2
Complete Our 5-minute Survey
Here at Beach Cities Estate Law we know our people are our most valuable asset, and we are committed to providing a dynamic environment where everyone can be their best. And we believe in data and analytics. Please take 5-minutes to do our survey. This is not a test, there are no right or wrong responses, we’re not looking for any specific answers. Just be easy about it, don’t over think, you’ll get your results instantly, and we’ll be in touch shortly.
3
Join Our Team So That We Can Help More People Build Better Lives By Planning For A Secure Future!
© 2021 - Beach Cities Estate Law