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San Clemente

    Senior Attorney - San Clemente, United States - Ocean Estate Law PC

    Ocean Estate Law PC
    Ocean Estate Law PC San Clemente, United States

    1 week ago

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    Description

    Job Description

    Job Description

    ATTENTION EXPERIENCED ESTATE PLANNING ATTORNEYS

    We're a fun, dynamic, growing Estate Planning firm located in beautiful San Clemente and Laguna Hills.

    We are a boutique law firm handling estate planning, trust administration, probate, and business law. We're committed to listening to our clients with sensitivity and respect. We are dedicated to providing our clients outstanding customer service with the highest quality legal work.

    At Ocean Estate Law, we have helped thousands of individuals and families plan, protect, and preserve what is most important to them. Our dedicated team, led by our founder, Jennifer Elliott, goes above and beyond to serve as an advocate for their lives and their legacy.

    We are looking for a Senior Attorney that is an Estate Planning Geek who enjoys the production side of our business AND working directly with clients to provide superior service.

    If you are an experienced Estate Planning attorney who enjoys - and is energized by – the challenging practice area of Estate Planning, Probate, and Trust Administration, then we would love to talk with you.

    Salary and bonus up to $150,000+ based on experience and performance.

    Compensation:

    $150,000 potential

    Responsibilities:

    The responsibilities of the Estate Planning Senior Attorney are consistent with those of an experienced legal professional in this practice area, including:

    • Consult with prospective clients and lead them through our proprietary Estate Planning Process
    • Provide expert legal advice and deliver superior Estate Planning and Asset Protection work products
    • Research, design, and create customized Trust provisions
    • Cultivate and manage professional referral relationships

    This is a full-time, in-person role alternating between our Laguna Hills and San Clemente offices.

    Qualifications:

    Qualifications:

    • Juris Doctor of Law (JD) and active California Bar license
    • 10+ years or more of Estate Planning, Probate, and Trust Administration experience
    • Demonstrated ability to lead and manage others in a fast-paced, service-oriented firm
    • Experience using WealthCounsel software preferred

    The Ocean Estate Law Difference:

    Our core values govern our firm and our hiring decisions:

    • Care and Concern for Others
    • Committed to Quality
    • Growth Mindset
    • Kindness, Always
    • Bridging the Gap between Confusion & Clarity
    • Authenticity
    • Good Oral and Written Communication Skills
    • Organizational Skills
    • Professional Appearance
    • 10+ years Estate Planning Experience as an Attorney
    About Company

    Ocean Estate Law is a premier Estate Planning law firm with over 20 years of experience providing top-notch service in a concierge, compassionate, and client-focused setting.

    We are an entrepreneurial firm on track for aggressive growth and we need an experienced Senior Attorney to join our team working with the owner and management to help our clients secure their future.

    We want to be known for helping our clients preserve their assets, protect their loved ones, and avoid unnecessary taxes while ensuring their peace of mind.

    We believe in work/life balance and open & honest communication to provide you with the support and direction to succeed and grow. We offer:

    • Growth Potential
    • Paid Vacation
    • Paid Holidays
    • Free Parking
    • 401(k) with 3% Matching Funds (after 1 year)
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