Estate Planning Attorney

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 organization's 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 firm's 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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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

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.