Estate Planning Specialist
6 days ago
We are seeking a California-licensed knowledgeable Estate Planning specialist who is enthusiastic to join our law firm in Fremont, CA. The ideal candidate will proficiently handle the preparation of estate plans for clients and advise them on the provisions and strategies to meet their desired objectives. This role entails assisting the legal support team as needed and conducting meetings with current and potential estate planning clients.
Responsibilities:
- Client interaction
- Oversee staff members in signing and notarizing documents
- Familiarity with Word and Wealth Counsel
- Comfortable working independently and handling their caseload with the legal support team
- Review, summarize, and critique existing and/or proposed new estate planning documents
- Cultivate relationships with our existing and future clients by maintaining consistent and timely communication
- Draft & Review Estate Planning documents, Wills, Revocable Living Trusts, Power of Attorney, Health Care Directives
- Deed Preparation, trust transfer Deeds, and Quitclaim deeds
- Perform legal research
- Teamwork with other staff members as necessary
Qualifications:
- CA licensed attorney with previous experience with Estate Planning matters
- Excellent interpersonal skills are necessary; the position requires extensive professional contact with clients to design effective estate-planning strategies
- Adaptable to a fast-paced environment, self-motivated, and possess the initiative to complete tasks with minimal supervision
- Requires exceptional verbal, analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member
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