Attorney/Lawyer

1 month ago

Sacramento, United States Robert Half Full time
Job DescriptionJob Description

We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn


Key Responsibilities:

  • Consult with potential and existing clients to gather necessary details for formulating planning proposals.
  • Regularly meet with established clients to review and update their estate plan based on changing circumstances.
  • Accurately estimate and convey the necessary fees to the clients.
  • Efficiently manage client engagement process while preparing estate planning documents.
  • Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums.
  • Process payments for services rendered.
  • Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets.
  • Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters.
  • Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations.
  • Conduct client review sessions, explain and answer their queries or concerns.
  • Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms.
  • Respond to clients' electronic and telephonic communication in a timely manner.
  • Document detailed notes of all client communications and maintain them within the client file.
  • Participate in regular department meetings to discuss complex client matters and other relevant topics.
  • Undertake any other relevant projects or tasks as assigned.


Possession of a Juris Doctor (JD) degree from an accredited law school

Must have at least 3 years of estate planning experience

Experience with advanced tax planning experience a plus


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