Estate Planning Attorney

Profile

Job Overview
A distinguished estate planning law firm is seeking a skilled Estate Planning Attorney based in Ventura, CA, with remote work options available. This role involves providing legal expertise in estate planning matters such as wills, trusts, probate, and tax issues. The ideal candidate will work closely with clients to create tailored estate plans while managing a caseload and ensuring high-quality service.

Location

• Ventura, California

Duties

• Provide legal advice and counsel on estate planning matters including wills, trusts, probate, and tax issues.
• Draft, review, and edit estate planning documents such as wills, trusts, powers of attorney, and healthcare directives.
• Conduct thorough legal research and stay updated on estate planning laws and regulations.
• Meet with clients to assess their estate planning needs, analyze their financial situations, and develop customized solutions.
• Collaborate with clients to design comprehensive estate plans that protect their assets and fulfill their objectives.
• Represent clients in legal proceedings, including probate court, when necessary.
• Negotiate and draft settlement agreements, if applicable.
• Manage a caseload while maintaining timely and high-quality service to clients.
• Oversee the execution of estate planning documents.
• Participate in firm-wide initiatives such as client seminars, workshops, and marketing efforts.
• Ensure client confidentiality and uphold ethical standards.
• Stay informed about changes in estate planning laws and regulations.
• Participate in professional development to enhance legal skills and knowledge.
• Collaborate with colleagues to manage cases and ensure efficient workflow.

Requirements

• Juris Doctor (JD) degree from an accredited law school.
• Licensed to practice law in the State of California.
• Minimum of 3 years of experience in estate planning or a related area of law.
• Strong knowledge of estate planning procedures, laws, regulations, and tax implications.
• Experience in trust administration, probate, will contests, conservatorships, and guardianship cases.
• Exceptional legal research, writing, and communication skills.
• Proven ability to provide tailored estate planning solutions for clients.
• Proficiency in legal research databases, case management software, and Microsoft Office Suite.
• Strong organizational skills with attention to detail.
• Ability to manage multiple complex cases and meet deadlines.
• Demonstrated ability to work collaboratively in a team environment.
• Proactive and results-oriented with critical thinking and problem-solving skills.
• Excellent interpersonal skills and professional demeanor.

Benefits

• Health and dental insurance.
• Paid time off (PTO).
• Professional development assistance.
• Remote work flexibility.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306