Estate Planning Attorney Specialist
1 month ago
Southern California is home to a thriving legal community, and our firm is seeking an experienced Estate Planning Attorney Specialist to join our team. As a seasoned professional with a strong background in estate planning, trusts, wills, probate, and asset protection, you will play a key role in delivering exceptional client service and strategic guidance.
About the Role:
- Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies.
- Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
- Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies.
- Conduct legal research and analysis of complex estate planning issues.
- Represent clients in probate court proceedings.
- Stay up-to-date with changes in tax and estate planning laws and regulations.
- Maintain strong client relationships and deliver exceptional client service.
About You:
- Juris Doctor (JD) degree from an accredited law school.
- Advanced degree in Tax Law (LLM in Tax) is highly desirable.
- Admitted to practice law in the state and in good standing.
- Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection.
- Proven track record of working with high-net-worth individuals and families.
- Strong knowledge of federal and state tax laws and regulations.
- Exceptional legal drafting skills and attention to detail.
- Excellent communication and interpersonal skills.
- Demonstrated ability to develop and maintain strong client relationships.
- Strong analytical and problem-solving skills.
About Our Firm:
- We are a dynamic and highly professional team dedicated to providing exceptional client service and strategic guidance.
- We offer a competitive salary range of $125,000 - $175,000 per year, commensurate with experience.
- Medical benefits, 401k, PTO, and competitive pay.
How to Apply:
If you are passionate about estate planning law and committed to delivering exceptional client service, we encourage you to apply. Please submit your resume and cover letter for consideration.
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