Estate Planning Attorney

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Job Overview

A law firm seeks a personable, experienced estate planning attorney to join its team and provide exceptional legal services in estate planning, probate, and trust administration. This role involves working collaboratively with clients and team members to design effective strategies while fostering a compassionate, client-first approach. The attorney will also play a key role in maintaining and enhancing the firm’s leadership and team-oriented culture.

Duties

• Conduct occasional in-person estate planning sessions with potential clients to determine legal strategies and next steps.
• Design comprehensive legal strategies tailored to client needs.
• Oversee, supervise, and finalize all legal documents prepared by paralegals and legal assistants.
• Handle court appearances for non-contested conservatorships and trust modification petitions as needed.
• Provide outstanding legal services with care and compassion to ensure a superior client experience.

Requirements

• Minimum of 2 years of experience practicing estate planning law.
• Proven ability to work independently with minimal supervision.
• Strong interpersonal and communication skills to foster trust and collaboration with clients and team members.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• An active member of the California Bar in good standing.

Skills

• Expertise in estate planning, probate, and trust administration processes.
• Detail-oriented with strong organizational and delegation skills.
• Demonstrated ability to handle sensitive client matters with professionalism and care.
• Strong leadership qualities and commitment to team success.

Benefits

• Collaborative and supportive team environment.
• Opportunity to play an integral role in the firm’s leadership and growth.
• A well-structured internal infrastructure ensures efficiency and client satisfaction.

Join a highly respected and community-oriented law firm committed to helping families navigate life’s significant moments with compassion and care. This is an excellent opportunity for a skilled attorney to make a meaningful impact in estate planning while advancing their career in a supportive environment.

Company info

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