Senior Estate Planning Attorney

3 months ago

los angeles, United States Ascendion Full time

Qualifications

  • The ideal candidate will have experience in legal drafting and client engagement and possess a deep commitment to delivering high-quality legal services with compassion
  • Minimum 6 years of experience practicing estate planning law
  • Active license and good standing with the California Bar
  • Strong knowledge of estate planning principles, tax implications, and relevant laws
  • Exceptional interpersonal and communication skills to effectively interact with clients and colleagues
  • Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment
  • Commitment to upholding ethical standards and confidentiality in client matters
  • Juris Doctor (J.D.) degree from an accredited law school
  • Legal drafting proficiency with attention to detail
  • Client-focused approach with a dedication to providing compassionate legal counsel
  • Problem-solving and analytical skills to navigate complex legal issues
  • Team-oriented mindset with the ability to lead and collaborate effectively

Responsibilities

  • Conduct in-person planning sessions for potential clients to assess their estate planning needs and develop legal strategies
  • Design and oversee the implementation of estate plans, including wills, trusts, powers of attorney, and healthcare directives
  • Supervise and review legal drafting prepared by paralegals and legal assistants to ensure accuracy and compliance with legal standards
  • Represent clients for non-contested conservatorship and trust modification petitions as needed
  • Maintain ongoing communication with clients to address inquiries, provide updates, and ensure their satisfaction with legal services
  • Collaborate with other attorneys and staff members to optimize client service

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