Estate Planning Lawyer

6 days ago


Sacramento, California, United States TemPositions Full time

About Us

We are a leading law firm specializing in estate planning and wealth management. Our team of experienced attorneys is dedicated to providing top-notch legal services to high-net-worth individuals and families.

Job Summary

We are seeking an experienced Estate Planning Attorney to join our thriving practice. As an Estate Planning Attorney, you will be responsible for drafting estate planning documents, providing legal advice on estate planning strategies, and assisting with trust and estate administration.

Salary Information

The estimated salary range for this position is $130,000 - $150,000 per year, depending on experience.

Responsibilities

  • Drafting Estate Planning Documents: Prepare wills, trusts, powers of attorney, health care directives, and other legal documents that reflect clients' wishes regarding asset distribution and care in case of incapacitation.
  • Providing Legal Advice: Counsel clients on estate planning strategies that minimize taxes, avoid probate, and ensure the smooth transfer of assets.
  • Trust and Estate Administration: Assist with estate management, ensuring the execution of wills and trusts, handling probate proceedings, and supporting beneficiaries.
  • Tax Planning: Advise clients on structuring their estate to minimize estate and gift taxes, including setting up tax-efficient trusts.
  • Asset Protection: Help clients protect their wealth from potential creditors or lawsuits by utilizing appropriate legal structures like irrevocable trusts.
  • Reviewing and Updating Estate Plans: Regularly review and update clients estate plans to reflect changes in their lives (e.g., marriage, divorce, birth of children) and stay compliant with new laws.
  • Handling Probate Litigation: Represent clients in estate-related disputes, including contesting wills and managing estate administration conflicts.
  • Business Succession Planning: Develop plans for business owners to transfer ownership and control of their businesses, ensuring a smooth transition after retirement or death.
  • Educating Clients About Legal Options: Explain the various legal instruments available for estate planning, and how they align with the client's needs and goals.

Requirements

  • Must be licensed to practice law in California.
  • Minimum of 2-3 years of estate planning experience.
  • Strong drafting, research, and client counseling skills.
  • Experience working with high-net-worth clients is preferred.
  • Excellent communication skills and attention to detail.

Benefits

  • Salary Range: $130,000 - $150,000 per year.
  • Super Low Billable Hour Requirement: 1,200 hours/year.
  • Bonus Opportunity: Available for billable hours above the target.
  • Retirement Benefits: 4% 401(k) match.
  • Health Benefits: 75% of medical premiums paid by the firm.
  • High-net-worth client base, providing a chance to work on complex and rewarding cases.


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