Job details
Salary $115 - $130 an hour job type part-time contract number of hires for this role 1
Qualifications
Wills, trusts, & estate law: 2 years (required)
Us work authorization (required)
Doctorate (preferred)
Full job description
Reardon law, pc is an estate planning, trust administration, probate, and tax law firm located in san diego, californiaOur firm is focused on leveraging technology and five-star customer service to provide clients with an unparalleled experience.
Are you an experienced estate planning attorney licensed in california with at least 2-3 years’ experience and are looking for the freedom to work part-time from home, then you belong at reardon law, pcWe are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm.
Responsibilities
Conduct initial consultation with clients.
Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client’s objectives.
Draft estate planning documents, including wills, distinct types of trusts, ancillary documents.
Ability to explain complex legal concepts and explain all provisions of the estate plan to the client.
Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment.
Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward.
Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication.
Report on caseload at a weekly case review meeting.
Qualifications
J.dFrom an accredited law school and licensed with the california state bar.
Must have 2+ 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 preferred.
Tax experience or cpa a plus.
Job types: part-time, contract
Pay: $115.00 - $130.00 per hour
Schedule:
Monday to friday
Supplemental pay:
Bonus pay
Education:
Doctorate (preferred)
Experience:
Wills, trusts, & estate law: 2 years (required)
License/certification:
California bar (required)
Work location:
Fully remote
Work location: remote
