Estate Planning Attorney

2 weeks ago


Thousand Oaks, California, United States W3Global Inc Full time
Job Title: Estate Planning Attorney

We are seeking a skilled Estate Planning Attorney to join our team at W3Global Inc. The ideal candidate will have a strong background in estate planning, trusts, and wills, and be able to provide expert advice to clients.

Job Summary:

The Estate Planning Attorney will be responsible for meeting with clients to discuss their estate planning needs, analyzing their estate, and developing appropriate estate plans. The attorney will also be responsible for drafting legal documents, ensuring that all necessary documents are properly executed, and managing client relationships.

Key Responsibilities:
  • Conduct consultations with clients to discuss their estate planning needs and develop personalized estate plans.
  • Analyze clients' estates to identify areas for improvement and develop strategies to minimize taxes and ensure the smooth transfer of assets.
  • Draft and review legal documents, including wills, trusts, and powers of attorney.
  • Manage client relationships, including communicating with clients, responding to their inquiries, and providing updates on their estate plans.
  • Stay up-to-date with changes in estate planning laws and regulations, and apply this knowledge to provide expert advice to clients.
Requirements:
  • Active license to practice law in California.
  • Minimum of 3 years of experience in estate planning.
  • Strong knowledge of estate planning laws and regulations, including income, gift, and estate tax laws.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


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