Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in San Rafael, CA. The role involves meeting with clients to analyze estates and prepare appropriate plans, ensuring legal documents meet client needs. The attorney will work in the office three days a week and remotely for two days.

Duties

• Consult with prospective clients and gather necessary information for planning.
• Review and update estate plans for current and former clients.
• Handle client engagement and fee quoting processes.
• Draft and review estate planning documents to meet client needs.
• Conduct client reviews and explain estate plans.
• Refer clients to financial advisors when appropriate.
• Maintain detailed notes of meetings and communications.
• Participate in regular department and staff meetings.

Requirements

• Licensed attorney by California State Bar.
• State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Minimum of 3 years experience in Estate Planning.
• Knowledge of income, gift, and estate tax laws.
• Notary Public certification preferred.

Education

• Licensed attorney by California State Bar.

Certifications

• State Bar Certified Specialist in Trust, Wills & Probate preferred.
• Notary Public preferred.

Skills

• Strong oral and written communication skills.
• Excellent organizational and planning abilities.
• Proficiency in time management and computer literacy.
• Interpersonal and supervisory skills.
• Attention to detail and proofreading skills.

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