Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Stockton, CA. The ideal candidate will have over three years of experience in estate planning, probate administration, and trust administration. Experience with limited liability companies, corporations, partnerships, real estate, and transactional matters is advantageous. The role requires working in a fast-paced environment.

Duties

• Draft estate planning documents, including Wills, Revocable Living Trusts, and Irrevocable Trusts.
• Meet with clients to discuss estate planning and communicate effectively.
• Supervise staff and perform administrative and management functions.

Requirements

• 3+ years of experience in estate planning and related fields.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with others.

Education

• LLM in taxation preferred.

Certifications

• Certified Specialist in taxation or trust/probate law preferred.

Skills

• Confidence in client interactions and communication.

Benefits

• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Profit sharing

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