Estate Planning Attorney

Profile

Job Title:

Estate Planning Attorney

Job Overview:

A respected law firm based in Sacramento, California, is seeking a talented and client-focused estate planning attorney to join its dynamic team. This role involves face-to-face client interaction, the development of customized estate plans, and participation in regular team meetings. The ideal candidate brings a solid foundation in estate law, an analytical mind, and a strong desire to help clients structure their legacies with confidence. This position requires a full-time, in-office presence.

Duties:

• Conduct consultations with new and returning clients to gather essential information and deliver personalized estate planning strategies

• Assess clients’ current estate documents and provide updates or enhancement options as needed

• Present and explain planning fees and manage engagement logistics

• Draft and finalize engagement agreements, with in-person or electronic signatures

• Process payments and manage initial documentation such as intake forms and design templates

• Oversee estate planning tasks and workflow through internal systems such as Lawcus and Asana

• Carefully review draft estate plans to ensure alignment with client intentions and planning strategies

• Guide clients through the final plan, clarifying its structure, function, and key provisions

• Identify and refer appropriate opportunities to affiliated financial advisors, and manage associated disclosures

• Respond promptly to client calls and email correspondence

• Maintain detailed records and notes from meetings and phone interactions

• Participate in regular attorney roundtables and advanced planning meetings for case discussion and legal strategy refinement

• Attend recurring departmental and firm-wide staff meetings

• Support various ad hoc projects as assigned

Requirements:

• Active license to practice law in the State of California

• Minimum of 3 years of experience in estate planning law

• Familiarity with California probate, trust law, and related tax implications (income, gift, and estate tax)

• Strong communication and client service orientation

• Comfortable working independently and collaboratively in a structured team environment

• Ability to handle confidential and sensitive information with discretion

• Proficiency in legal task management and workflow software (e.g., Lawcus, Asana)

Education:

• Juris Doctor (J.D.) from an accredited law school

• Completion of relevant estate planning coursework preferred

Certifications:

• California State Bar certification required

• Specialist certification in Trust, Wills & Probate preferred

• Active Notary Public status is a plus

Skills:

• Exceptional verbal and written communication abilities

• Professional etiquette in meetings and phone interactions

• Strong proofreading and editing capabilities

• Highly organized with excellent time management skills

• Detail-oriented with an ability to manage multiple cases efficiently

• Adept in legal terminology and document review

• Comfortable using technology in a legal environment

Job Location:

Sacramento, California (On-site, 5 days a week)

Company info

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