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Estate Planning Specialist

1 month ago

Santa Monica, California, United States gpac Full time
Estate Planning Opportunity

We are seeking an experienced Estate Planner to join our team in Century City. The successful candidate will be responsible for drafting, planning, and reviewing comprehensive estate plans for our clients. They will collaborate with clients, shareholders, attorneys, and firm members to address all aspects of estate planning, conduct legal research, gather and analyze information, and prepare documents.

Key Responsibilities:
  • Draft, plan, and review comprehensive estate plans for clients
  • Collaborate with clients, shareholders, attorneys, and firm members to address estate planning needs
  • Conduct legal research and gather and analyze information to prepare documents
  • Develop and implement estate planning strategies to meet client goals
Requirements:
  • Minimum of five (5) years of experience in estate planning
  • Law degree from an accredited law school required
  • Member of California State Bar required
  • Master of Laws (LL.M.) in Taxation preferred
  • Certified specialization in Estate Planning, Trust and Probate Law, and/or Taxation from the State Bar of California Board of Specialization preferred

We offer a competitive salary, excellent benefits, and opportunities for professional growth and development. If you are a dedicated and skilled Estate Planner with a passion for tackling diverse legal challenges, we invite you to apply. All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.