Estate Planning Attorney

Profile

Job Title:
Experienced Estate Planning Attorney

Job Overview:
A well-regarded law firm located in Pasadena, CA is seeking a skilled Estate Planning Attorney through a specialized legal recruitment firm. The role focuses on client engagement, estate analysis, and preparation of tailored estate planning solutions. The attorney will work on-site five days a week and will be part of a collaborative legal environment that values thorough communication, document precision, and consistent client interaction.

Duties:

• Conduct in-depth consultations with prospective and returning clients

• Gather detailed information to assess estate planning needs

• Develop customized estate plans aligned with client objectives

• Present plan structures clearly and answer questions during review meetings

• Maintain accurate and detailed case notes for all client interactions

• Prepare and finalize engagement agreements, including electronic signature handling

• Handle client billing and fee collection as appropriate

• Monitor and respond to internal task systems (e.g., email, matter correspondence)

• Collaborate with internal teams to discuss complex planning scenarios

• Join regularly scheduled departmental and firm-wide meetings

• Refer clients to affiliated advisors when applicable, ensuring disclosure forms are completed

• Follow up on inquiries via phone and email

• Participate in special legal projects and internal planning discussions as needed

Requirements:

• Minimum 3 years of hands-on experience in estate planning

• Familiarity with legal document preparation in trust, wills, and probate

• Proficiency in using legal practice management and task-tracking tools

• Strong interpersonal and communication skills

• Meticulous organizational habits and note-keeping

• Professional demeanor and ability to manage confidential information

• Comfortable working in a team-based office setting five days per week

Education:

• Juris Doctor (JD) from an accredited law school

• Active license in good standing with the California State Bar

Skills:

• Client communication and presentation

• Estate planning design and documentation

• Legal writing and document review

• Time management and workload prioritization

• Familiarity with Asana, Lawcus, or similar legal tech platforms

• Ability to work collaboratively across legal and administrative teams

Job Location:

• Pasadena, California

Benefits:

• Competitive bonus structure

• Comprehensive health coverage

• Professional development support

• Continuing legal education opportunities

• Paid time off and holidays

• Retirement plan options

• Collaborative and inclusive firm culture

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