Estate Planning Attorney

Profile

A law firm in Auburn, CA is seeking an experienced Estate Planning Attorney to join its team. This role involves working closely with individuals and families to develop customized estate plans that align with their long-term goals. The attorney will handle client consultations, draft essential legal documents, and provide guidance on estate, gift, and tax planning strategies. This position is ideal for a dedicated legal professional with a strong background in estate planning, trust administration, and wealth preservation.

Key Responsibilities:

• Conduct initial consultations with potential clients to evaluate their estate planning needs and recommend tailored legal solutions.
• Analyze client assets, financial structures, and family dynamics to design comprehensive estate plans that meet legal and tax requirements.
• Prepare, review, and finalize essential estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Explain estate plans to clients in detail, addressing any questions or concerns and ensuring they understand the impact of their legal decisions.
• Maintain regular communication with current and past clients to assess potential modifications or updates to existing estate plans.
• Oversee the client engagement process, including preparing agreements, securing signatures, and processing retainers and payments.
• Utilize legal workflow management systems to track client matters, monitor deadlines, and respond to case-specific correspondence on time.
• Keep meticulous records of all meetings, phone calls, and case developments, ensuring proper documentation in client files.
• Participate in attorney meetings and collaborative strategy sessions to discuss complex client cases and advanced planning techniques.
• Stay informed of changes in estate, tax, and probate laws to ensure compliance and provide the most effective counsel to clients.
• Attend scheduled department and firm-wide meetings to coordinate efforts and stay updated on legal best practices.

Qualifications & Requirements:

• Juris Doctor (J.D.) from an accredited law school.
• Active California State Bar license in good standing.
• Certification as a Specialist in Trusts, Wills & Probate is highly preferred.
• Minimum of three years of estate planning experience, with expertise in drafting and executing comprehensive estate plans.
• Strong working knowledge of estate, gift, and income tax laws relevant to estate planning.
• Notary Public certification is preferred but not required.
• Experience using legal case management software and workflow tracking tools to manage tasks efficiently.
• Exceptional written and verbal communication skills, with the ability to translate legal concepts into clear and actionable advice for clients.
• Detail-oriented and highly organized, with the ability to manage multiple client matters simultaneously.
• A commitment to continuing legal education, with a preference for candidates who have completed advanced coursework in estate and tax planning.

Compensation & Benefits:

• 401(k) retirement plan with employer contributions.
• Health and dental plan coverage to support your well-being.
• Disability insurance for added financial security.

This is a rare and exclusive opportunity for an estate planning attorney looking to grow within a respected and client-focused legal practice. If you are passionate about helping individuals and families secure their financial legacies, we encourage you to apply today.

Company info

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