Senior Estate Planning Counselor
1 week ago
Ascendion, located in Pasadena, CA, is expanding its estate planning practice and invites applications from qualified attorneys for a Senior Estate Planning position.
The selected candidate will receive a comprehensive compensation package, including:
- A base salary between 130K-160K per year.
- Generous bonus structure.
- Comprehensive health insurance (Medical, Dental, Vision).
- 401K plan with a 4% employer match.
Job Description:
- Engage with clients to understand their estate planning objectives.
- Provide expert advice on estate planning strategies, including wills, trusts, powers of attorney, and advanced healthcare directives.
- Prepare, review, and revise estate planning documents to ensure accuracy and compliance.
- Support clients in protecting assets, optimizing tax efficiency, and creating effective wealth transfer strategies.
- Represent clients in probate court and manage the associated paperwork.
- Collaborate with financial advisors, tax specialists, and other experts to craft holistic estate plans.
- Stay updated on changes in estate, probate, tax, and trust laws to offer informed legal guidance.
- Manage a portfolio of estate planning and probate cases, balancing workload and meeting deadlines.
- Maintain confidentiality and act with integrity when handling sensitive client information.
Qualifications:
- Juris Doctor (JD) degree from a reputable law school.
- Current active state bar licensure in California.
- At least 3 years of experience in estate planning or probate law.
- In-depth knowledge of estate, probate, and tax law relevant to estate planning.
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