Estate Planning Attorney
Secure Legacy Law Group, P.C

Job Type: Full Time

Job Location: Irvine Los Angeles CA

Job Description for Estate Planning Attorney

Empirical Wealth Management is a rapidly growing financial services firm that manages about $7 billion in assets for individuals and businesses. Since our inception in 2006, we have expanded through steady referrals from clients and business partners, with a goal to grow our assets under management to $10 billion within the next two years and to continue opening offices across the country.

Our partner, Secure Legacy Law Group, P.C., is seeking a talented estate planning attorney to join the firm’s practice in Irvine or Los Angeles. Attorneys with Secure Legacy also have the opportunity for a dual employee role with Empirical as an Estate Planning Advisor.

Secure Legacy Law Group, P.C., is a boutique law firm with offices in Washington, Oregon, and California. Secure Legacy provides practical estate planning advice based on years of experience and a clear understanding of our clients’ needs.

Candidates must be highly motivated and interested in joining a busy practice group that represents many high-net-worth individuals and couples. Candidates will have a demonstrable track record of providing exceptional client service.

Key Responsibilities:

Create client specific estate plans that reflect the client’s goals and objectives
Provide planning for generational wealth transfers through estate and gifting strategies
Manage existing and build new client relationships
Support and collaborate with other members of the client’s advisory team
Manage workflow, budgets, and billings
Evaluate and develop processes and procedures to improve efficiency

Qualifications:

Minimum 5 years of experience drafting sophisticated estate planning documents
Admission to the bar in California is required. Multiple bar admissions preferred.
An LL.M. in tax or comparable experience is preferred
Ability to manage multiple client engagement and projects
Excellent written and verbal communication skills
Strong research and analytical skills
Willingness and desire to be part of a team

Compensation:

Competitive salary
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan + match

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.