Estate Planning Director jobs in San Bernardino, CA

Boutique Trusts & Estates Firm near Palm Desert, CA seeking an experienced Attorney with of experience in Trust Administration and Probate practice area.

We are one of the top law firms in the Coachella Valley with a great client base and excellent team. One of the key ingredients to our success is our office culture. We take our work serious, but we don’t take ourselves too seriously. This is not the hustle and bustle of a big city, but a resort area to live and work. Lower cost of living, lower crime, and lots of activities such as Coachella Fest, Stagecoach, BNP Tennis, PGA & LPGA events, Food & Wine, Modernism Week, International Film Festival… and the list goes on. If you have strong management and leadership abilities and excellent legal skills, we hope you will consider this opportunity.

Besides great leadership, management and communication skills, here’s a short list of what we’re looking:

· 5 or more years of experience in California Trust Administration and Probate;

· Solid grasp of Mac-based systems & tech savvy

· Strong organizational and prioritization abilities

· Knowledge and familiarity of software including Clio and WealthCounsel, Box, etc., a plus

· Graduated from an ABA approved law school

Desired Characteristics:

· Must possess high integrity, honesty & strong work ethic

· Growth minded, future-focused, and coachable

· Team player and goal oriented

· Strong skills to lead and manage team

· Ability to exercise excellent judgement and make difficult decisions

· Highly effective and result oriented

· Understands the difference between efficiency and effectiveness.

· Strong ability to establish or improve processes & procedures

· A sense of humor

Base compensation starts at $110K based on experience (plus bonus tied to performance).

Here is a list of other benefits:

· Profit Sharing

· 401(k) Matching

· Paid Time Off

Cover Letter & Resume required.

Job Type: Full-time

Salary: From $110,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

License/Certification:

• California Bar License (Required)

Work Location: In-House

Job Type: Full-time

Pay: From $110,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift
• Monday to Friday

License/Certification:

• California Bar License (Preferred)

Work Location: In person