Estate Planning Attorney

Profile

Job Overview

A boutique law firm focused on Special Needs and Estate Planning is seeking a dedicated Estate Planning Attorney to join its team. This role involves preparing wills, trusts, and powers of attorney, while providing comprehensive legal support to clients and collaborating with legal and administrative teams. The ideal candidate will be a self-starter with a strong understanding of estate planning principles and a commitment to delivering high-quality client service. This search is conducted by a legal recruiting agency on behalf of the firm.

Location

• Tustin, CA

Duties

• Draft estate planning documents including wills, trusts, and powers of attorney

• Develop asset distribution strategies tailored to client needs

• Provide legal representation in probate and related proceedings

• Conduct legal research and negotiate on behalf of clients

• Maintain accurate and organized client files and case records

• Supervise and collaborate with paralegals and administrative staff

• Provide legal advice and guidance to clients regarding estate and tax implications

Requirements

• 2+ years of experience in estate planning preferred

• Solid knowledge of California estate planning laws

• Ability to work independently while collaborating with colleagues

• Strong organizational skills with attention to detail

Education

• Juris Doctor (JD) from an accredited law school

Certifications

• Active member in good standing with the California State Bar

Skills

• Proficiency in drafting estate planning documents

• Excellent written and verbal communication skills

• Strong negotiation and client advocacy skills

• Familiarity with Microsoft Office and legal case management systems

• Ability to handle sensitive client matters with professionalism and discretion

Benefits

• Full-time employment

• Supportive and collaborative work environment

• Opportunities for professional development in estate and special needs planning

Company info

BCG Attorney Search