Estate Planning Attorney

Job Description

The Estate Planning Attorney leads our legal team, oversees day-to-day legal operations, and ensures the firm delivers high-quality legal services. The role requires leadership, legal acumen, and operational management skills to ensure the organizations objectives are met efficiently and ethically. This role will build and maintain strong relationships with key clients, provide expert legal

advice, and collaborate with leadership to develop and implement the firms strategic goals. The role requires 1650 annual billable hours and some travel within California.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

5-10 years of experience in estate planning

Experience working with high net worth clients

Must be comfortable giving presentations to clients

Must be licensed attorney in state of California

Must hold JD degree from an accredited law schoool Familiarity with Salesforce, Practice Panther, Ring Central & the Microsoft Suite is a plus

Experience with litigation and discovery is a plus null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.