Estate Planning Attorney Opportunity
1 week ago
We are seeking an experienced Associate Attorney to join our Estate Planning team at JobTracks in the greater Sacramento area. As an Associate Attorney, you will work closely with our team of experienced attorneys to provide top-notch estate planning services to our clients.
Key Responsibilities:
• Draft and review estate planning documents, including wills, trusts, and powers of attorney.
• Advise clients on estate planning strategies, tax implications, and asset protection.
• Conduct client meetings to understand their goals and provide tailored legal solutions.
• Collaborate with other attorneys and professionals, such as financial advisors and accountants, to ensure comprehensive client care.
• Stay current with changes in estate planning laws and regulations.
• Represent clients in probate and estate administration matters as needed.
Education and Experience:
A licensed attorney by California State Bar; State Bar Certified Specialist in Trust, Wills & Probate preferred; knowledge of income, gift and estate tax laws, Notary Public; 3 years minimum experience in the area of Estate Planning to start; Additional on-going courses and continuing education programs in the area of Estate Planning. Prefer Advanced Planning experience.
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