Estate Planning Attorney Job in Indian Wells, CA Near Me - 377321 | BCGSearch.com

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Estate Planning Attorney

Type Full-Time

Location California - Indian Wells

Job ID JFLV377321

Experience Level Midlevel Associate

Job Experience Min. 4 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas ProbateEstate & Tax Planning

2025-08-29 14:59:00

Job Title: Estate Planning Attorney

Job Overview:
A distinguished law firm based in Indian Wells, CA, is seeking an experienced attorney with a strong background in estate planning and probate matters. This position offers the opportunity to work alongside an esteemed expert in trust and conservatorship litigation, with a focus on providing personalized legal guidance to a varied clientele. Ideal candidates will demonstrate a high level of technical skill, empathy, and dedication to helping clients preserve and transfer wealth effectively.

Duties:

  • Deliver tailored estate planning solutions, including wills, trusts, powers of attorney, and related instruments

  • Manage trust and probate administration from initiation to conclusion

  • Advise fiduciaries and beneficiaries on legal obligations and estate matters

  • Collaborate on complex legal scenarios involving intergenerational transfers and contested estates

  • Maintain thorough documentation and ensure compliance with state and federal laws

  • Contribute to internal knowledge-sharing and practice development initiatives

Requirements:

  • Minimum of 4 years of hands-on experience in estate planning, trusts, and probate

  • Deep understanding of California probate procedures and trust law

  • Demonstrated ability to manage sensitive client relationships with discretion and professionalism

  • Strong legal writing and research proficiency

  • Effective oral communication and client advisory skills

  • Reliable judgment and attention to detail

Education:

  • Juris Doctor (JD) from an accredited law school

Certifications:

  • Active membership in good standing with the State Bar of California

Skills:

  • Strategic estate structuring and risk mitigation

  • Client counseling and document drafting

  • Dispute avoidance and resolution in fiduciary contexts

  • Time management and file organization

  • Ability to work independently and as part of a team

Job Location:

  • Indian Wells, California

  • In-person role with relocation support available

Benefits:

  • 401(k) retirement plan with employer matching

  • Health insurance coverage

  • Flexible work scheduling

  • Generous paid time off

  • Parental leave options

  • Professional development and continuing education support

  • Relocation assistance package

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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