Estate Planning Attorney

5 days ago


Westlake Village, United States Ascendion Full time

Located in Westlake Village, CA we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running


We offer a comprehensive compensation package including but not limited to:


  • A base salary ranging from 130K-160K with large bonus opportunities
  • Large bonuses
  • Health benefits (Medical, Dental, Vision)
  • 401K + 4% match


Responsibilities:


  • Conduct consultations with clients to understand their estate planning needs and goals.
  • Advise clients on estate planning options, including wills, trusts, powers of attorney, advance healthcare directives, and other related legal instruments.
  • Draft, review, and revise estate planning documents, ensuring accuracy and legal compliance.
  • Assist clients with asset protection, tax planning, and strategies for wealth transfer.
  • Represent clients in probate court and handle all necessary documentation and filings.
  • Collaborate with financial advisors, tax professionals, and other experts to develop comprehensive estate plans.
  • Stay updated on changes in estate, probate, tax, and trust laws to provide current legal guidance to clients.
  • Manage a caseload of estate planning and probate matters, prioritizing tasks and meeting deadlines.
  • Maintain confidentiality and act with integrity while handling sensitive client information.


MUST HAVE:


  • Juris Doctor (JD) degree from an accredited law school.
  • Active state bar licensure in California.
  • 3+ of experience practicing estate planning or probate law.
  • In-depth knowledge of estate, probate, and tax law as it relates to estate planning.


NICE TO HAVE:


  • State Bar Certified Specialist in Trust, Wills & Probate
  • Knowledge of income, gift and estate tax laws
  • Notary Public


If this sounds like a good fit for you, please apply through the link or email roxy.kupfert@ascendion.com with your updated resume



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