Estate Planning Attorney

Profile

Job Title:
Estate Planning Attorney

Job Overview:
A law firm located in Auburn, CA is seeking a full-time attorney with hands-on experience in estate planning. This position involves direct interaction with clients, strategic design of estate plans, and thorough document preparation. Ideal for someone who thrives in a structured office environment, this role requires a consistent in-office presence five days a week. The attorney will be involved from the initial client consultation through plan execution and ongoing client relations.

Duties:

• Conduct in-person consultations with prospective and existing clients to evaluate estate planning needs

• Create and review customized estate planning solutions based on individual circumstances and goals

• Explain planning strategies and legal structures in a clear, accessible manner to clients

• Manage document execution process including engagement agreements and intake documentation

• Monitor tasks and correspondence through internal project management systems (e.g., Lawcus, Asana)

• Prepare and review legal documents ensuring alignment with client intent and legal requirements

• Lead review meetings to walk clients through final documents and address questions or concerns

• Maintain up-to-date, comprehensive notes for all meetings and communications in client files

• Participate in team discussions to resolve complex planning questions and share insights

• Refer clients to affiliated financial professionals when appropriate and facilitate disclosures

• Respond to inquiries via phone or email in a timely, professional manner

• Attend biweekly team meetings, monthly all-staff sessions, and specialized planning reviews

• Complete other legal assignments or case-related projects as needed

Requirements:

• Active license to practice law in the State of California

• Minimum of 3 years of experience specifically in estate planning law

• Familiarity with trust structures, probate procedures, and tax-related estate considerations

• Prior use of legal task management and CRM systems preferred

• Comfortable discussing fee structures and handling client onboarding

• Ability to independently manage client relationships from consultation through plan delivery

Education:

• Juris Doctor (JD) from an accredited law school

• Completion of relevant continuing legal education in estate planning

Certifications:

• California State Bar admission required

• Notary Public Commission is a plus

Skills:

• Strong verbal and written communication

• Client-focused interpersonal skills

• Excellent organizational habits and attention to detail

• Advanced time and task management

• Professional meeting and telephone etiquette

• Proficiency in legal terminology and drafting accuracy

• Confidence in managing sensitive financial and personal matters

Job Location:

• Auburn, CA

Company info

BCG Attorney Search
1750 Montgomery St Fl 1
San Francisco
California
United States 94111
Phone : (415) 464 6897
Fax : (213) 895-7306