Estate Planning Attorney

Profile

Job Title: Estate Planning Attorney

Job Overview:

A respected law firm located in Westlake Village, CA, is actively seeking a knowledgeable and client-focused estate planning attorney. The role offers an opportunity to support individuals and families in developing and implementing tailored strategies for wealth transfer, legacy protection, and tax-efficient estate structuring. The position requires full-time, in-office presence and collaboration with a team of experienced legal professionals. This opportunity is being offered through La aw Firm, a legal recruitment agency.

Duties:

• Conduct in-depth consultations with new and returning clients to gather relevant estate details and assess planning options

• Review and revise existing estate plans for updates or enhancements based on client needs

• Present planning options and related fee structures in a transparent and supportive manner

• Manage client onboarding and documentation processes, including engagement agreements and payment coordination

• Prepare or oversee the completion of intake materials, design summaries, and related estate plan components

• Collaborate within task management systems (such as legal project tracking software) to monitor deadlines and communication

• Review estate planning documents to confirm alignment with client objectives and legal standards

• Guide clients through completed plans, providing clear explanations and answering questions

• Identify opportunities for financial advisor referrals and coordinate required disclosures

• Respond promptly to client calls and emails while maintaining thorough documentation of all interactions

• Participate in regular team meetings focused on complex planning strategies and ongoing case discussions

• Attend department and firm-wide meetings to align with procedural updates and organizational goals

• Contribute to special projects and assignments as requested

Requirements:

• Minimum of 3 years of experience in estate planning, including client consultation and plan design

• Strong familiarity with trust formation, wills, and durable powers of attorney

• Understanding of legal documentation workflows and estate law fundamentals

• Comfort working within collaborative, in-office environments

• Proficiency with digital tools for legal case management and scheduling

Education:

• Juris Doctor (JD) from an accredited law school

• Active membership in the California State Bar

Certifications:

• Notary Public license (preferred)

Skills:

• Professional and courteous communication in client meetings and calls

• Exceptional written communication and document review abilities

• Ability to manage competing priorities and meet deadlines efficiently

• Detail-focused with strong organizational habits and proofreading accuracy

• Familiarity with legal terminology and estate-specific concepts

• Effective collaborator within team-based settings

Job Location:

• Westlake Village, CA

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