Estate Planning Attorney

1 month 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



  • 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 opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • 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 opportunitiesLarge bonusesHealth benefits (Medical, Dental,...


  • Westlake Village, California, United States Jobot Full time

    At Jobot, we're seeking an experienced Estate Planning Attorney to join our team of legal professionals. With a focus on boutique law firms, this role offers the unique opportunity to provide comprehensive estate planning solutions to clients in California.About the Opportunity:This position is ideal for a seasoned attorney with a strong background in estate...


  • Westlake Village, California, United States Career Consulting Partners Full time

    Job OpportunityJob OverviewCareer Consulting Partners is proud to partner with an esteemed law firm, renowned for its expertise in California's legal landscape. With over 70 years of experience and a team of more than 100 attorneys, this firm offers unparalleled representation in a wide range of legal matters.Salary InformationThe base salary for this...

  • Attorney/Lawyer

    1 month ago


    westlake village, United States Robert Half Full time

    DescriptionRobert Half is working with an established estate planning firm. The firm has serviced clients from Ventura and Los Angeles county for over 20 years!The firm is seeking an attorney with experience handling high-net worth estate planning & trust administration. Experience with high-net worth planning is a must have quality!Duties of Estate Planning...


  • Westlake Village, California, United States Gibbs Giden Locher Turner Senet & Wittbrodt LLP Full time

    About Gibbs Giden Locher Turner Senet & Wittbrodt LLPWe are a law firm recognized for excellence in various practice areas. Our offices are located in California and Nevada. We provide legal services in construction law, real estate law, business and commercial law, common interest community law, energy and environmental law, healthcare law, insurance law,...

  • Tax Manager

    1 month ago


    Westlake Village, United States HCVT CPAs Full time

    Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues while...


  • Prairie Village, Kansas, United States ReeceNichols Real Estate Full time

    **About ReeceNichols Real Estate**We are committed to empowering licensed real estate professionals to achieve their full potential. As an independent business partner, you'll set your own goals for income and plan your daily schedule.**Job Responsibilities:**Conduct market research to identify competitive pricing and local market trends.Negotiate offers...

  • Associate Attorney

    2 weeks ago


    Highland Village, United States Brotherton Law Firm Full time

    Company DescriptionThe Brotherton Law Firm is a full-service transactional/litigation law firm located in Highland Village, Texas. The firm handles business, insurance, transportation, environmental, construction, family law and real estate matters. Our 30 years of experience makes us a go-to firm especially for complex litigation. We offer to our associates...

  • Litigation Attorney

    4 weeks ago


    Prairie Village, United States Halbrook Wood, P.C. Full time

    Halbrook Wood has immediate opening for a Litigation Attorney to become part of our team working in the areas of employment law and business litigation. You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions.At Halbrook Wood, we work as a team to provide our clients excellent service. We take time to...

  • Litigation Attorney

    4 weeks ago


    Prairie Village, United States Halbrook Wood, P.C. Full time

    Halbrook Wood has immediate opening for a Litigation Attorney to become part of our team working in the areas of employment law and business litigation. You will represent clients in legal proceedings, draw up legal documents and advise clients on legal transactions.At Halbrook Wood, we work as a team to provide our clients excellent service. We take time to...


  • Westlake Village, United States Gpac Full time

    Job Posting: Criminal Defense AttorneyLocation: Westlake Village, CAPosition: Full-TimeAbout Us: We are a reputable law firm in Westlake Village dedicated to providing exceptional legal representation in criminal defense cases. Our team is passionate about defending the rights of individuals and ensuring they receive fair treatment under the law. We value...

  • Tax Manager

    2 weeks ago


    Westlake Village, CA, United States Holthouse Carlin & Van Trigt LLP Full time

    Focus. Clarity. Commitment. HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches. At HCVT, we are different. We are a team driven by our...


  • Westlake, United States Corrigan Krause Harrison Harsar CPAS LLC Full time

    Job SummaryWe are seeking an experienced Estate, Gift and Trust Tax Professional to join our expanding Tax Department at Corrigan Krause. This role will be responsible for providing administrative support to our EGT Niche Director and assisting in the preparation of tax returns.About UsCorrigan Krause has been deeply committed to continuous growth and...


  • Village of Elmsford, NY, United States Bighornlaw Full time

    We are seeking a motivated and results-driven Real Estate Disposition Manager to join our team. The primary responsibility of this role is to market, show, and close off-market investment property deals in the Hudson Valley. You will work closely with cash buyers, investors, contractors, and local real estate agents to facilitate successful transactions. ...


  • Greenwood Village, United States Adams & Martin Group Full time

    Job DescriptionJob DescriptionJob Title: Family Law AttorneyLocation: Denver, CO 80202Type: Full-time, Direct hire, & Hybrid!Experience: 1-5+ yearsCompensation: $100,000 - $170,000 yearly base pay + strong bonus potential Overview:Our client is a well-established family law firm in Colorado, offering a hybrid work environmentand a strong work-life balance...

  • Litigation Attorney

    2 months ago


    Greenwood Village, United States BBG Construction Law (Beltzer Bangert & Gunnell LLP) Full time

    BBG Construction Law is a Denver-based, boutique construction law firm founded on legal and industry experience in the construction field. Our clients include regional, national and international leaders in the construction industry. They rely on BBG for drafting and negotiation of construction agreements for projects of various sizes, complexities, and...

  • Litigation Attorney

    2 months ago


    Greenwood Village, United States BBG Construction Law (Beltzer Bangert & Gunnell LLP) Full time

    BBG Construction Law is a Denver-based, boutique construction law firm founded on legal and industry experience in the construction field. Our clients include regional, national and international leaders in the construction industry. They rely on BBG for drafting and negotiation of construction agreements for projects of various sizes, complexities, and...


  • Westlake, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThe Senior Wealth Regional Trust Consultant is responsible for collaborating both with internal and external partners to identify, develop and acquire new business opportunities, primarily focusing on Ultra High Net Worth trust relationships for Charles Schwab Trust Company. This individual will serve as a subject matter...


  • westlake village, United States Goodman QDRO Law Group Full time

    The ideal candidate has law firm experience with a strong background in client service, court filings, organization, and general administrative office functions. Individual will be self sufficient, tech savvy, highly organized and have excellent analytical and personal traits.ResponsibilitiesProvide legal support to clients and assist attorneysCourt filing...