Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Anaheim, CA. This full-time role involves working directly with clients to prepare and review estate planning documents, guiding families through planning and trust administration processes. The ideal candidate values teamwork, structure, and client-first service.

Duties

• Conduct client consultations and listening-focused meetings.
• Translate complex legal concepts into clear, client-friendly explanations.
• Review trusts, wills, powers of attorney, and related estate planning documents.
• Guide clients through asset alignment, funding instructions, and follow-up questions.
• Advise successor trustees during post-death administration.
• Interpret trust provisions and explain legal duties clearly.
• Oversee preparation of required notices, deeds, and administrative documents.
• Work closely with experienced legal assistants and support staff.
• Participate in a culture of kindness, humility, and mutual assistance.
• Follow established workflows and contribute to continuous improvement.

Requirements

• J.D. from an accredited law school.
• Active member of the California State Bar in good standing.
• Experience in estate planning or a strong interest and aptitude for learning it.
• Excellent oral and written communication skills.
• High attention to detail and strong organizational habits.

Education

• J.D. from an accredited law school.

Certifications

• Active member of the California State Bar.

Skills

• Clear, kind, and professional communication.
• Strong legal analysis with practical judgment.
• Ability to handle sensitive family situations with patience and empathy.
• Appreciation for structure, systems, and checklists.

Benefits

• 401(k) retirement options.
• Health insurance.
• Paid time off and paid holidays.
• Dental insurance.
• Ongoing training and professional development.
• Opportunities for long-term leadership growth.

Company info

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