Lead Estate Planning Specialist

6 days ago


Los Angeles, California, United States Ascendion Full time
Leading Estate Planning Law Firm Seeks Talented Attorney

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:

  1. Facilitate consultations with clients to grasp their estate planning aspirations.
  2. Offer expertise on various estate planning strategies, encompassing wills, trusts, powers of attorney, and advanced healthcare directives.
  3. Create, review, and modify estate planning documents to ensure precision and adherence to regulations.
  4. Support clients in safeguarding assets, optimizing tax efficiency, and developing effective wealth transfer strategies.
  5. Represent clients in probate court proceedings and oversee associated documentation.
  6. Participate in collaborative efforts with financial advisors, tax specialists, and other experts to craft comprehensive estate plans.
  7. Remain up-to-date on changes in estate, probate, tax, and trust laws to provide informed legal counsel.
  8. Effectively manage a caseload of estate planning and probate matters, balancing workload and meeting deadlines.
  9. 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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