Lead Estate Planning Specialist
6 days ago
Ascendion, a prominent estate planning law firm based in Pasadena, CA, seeks an exceptional Senior Estate Planning attorney to drive our team forward.
We offer a highly competitive compensation package that includes:
- A base salary range of 130K-160K per annum.
- A substantial bonus structure.
- Comprehensive health insurance covering Medical, Dental, and Vision care.
- 401K retirement plan with a 4% employer contribution.
Primary Responsibilities:
- Facilitate consultations with clients to grasp their estate planning aspirations.
- Offer expertise on various estate planning strategies, encompassing wills, trusts, powers of attorney, and advanced healthcare directives.
- Create, review, and modify estate planning documents to ensure precision and adherence to regulations.
- Support clients in safeguarding assets, optimizing tax efficiency, and developing effective wealth transfer strategies.
- Represent clients in probate court proceedings and oversee associated documentation.
- Participate in collaborative efforts with financial advisors, tax specialists, and other experts to craft comprehensive estate plans.
- Remain up-to-date on changes in estate, probate, tax, and trust laws to provide informed legal counsel.
- Effectively manage a caseload of estate planning and probate matters, balancing workload and meeting deadlines.
- Uphold confidentiality and act with integrity when handling sensitive client information.
Essential Requirements:
- Juris Doctor (JD) degree from a recognized law school.
- Ongoing active state bar licensure in California.
- Minimum 3 years of experience in estate planning or probate law.
- Thorough understanding of estate, probate, and tax law pertinent to estate planning.
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