Estate Planning Attorney

1 month ago

Palo Alto, United States Robert Half Full time
Job DescriptionJob DescriptionWe are offering an exciting opportunity for an Estate Planning Attorney to join our team in Palo Alto, California. In this role, you will handle a variety of responsibilities, including estate planning, elder law, special needs, and estate tax planning. This role also involves probate, estate administration, and succession planning duties.

Responsibilities:

• Handle estate planning matters, ensuring all legal documents are accurately prepared and comply with California law.
• Provide expert advice on elder law and special needs planning, guiding clients through complex legal processes.
• Manage estate tax planning activities, developing strategies to minimize tax liability for clients.
• Oversee probate and estate administration processes, ensuring all legal requirements are met.
• Handle succession planning matters, helping clients ensure their assets are distributed according to their wishes.
• Meet with clients to discuss their estate planning needs and objectives.
• Support senior attorneys in document drafting and proofing, ensuring all legal documents are accurate and comprehensive.
• Follow up with multiple clients, maintaining strong relationships and providing high-quality customer service.
• Take on client matters independently, demonstrating strong legal expertise and problem-solving skills.
• Continuously learn and grow within the legal field, staying updated on changes in estate planning, elder law, and special needs planning.

• Must hold a valid license to practice law in the state

• A minimum of 5 years of experience as an Estate Planning Attorney

• Proficient in using Adobe Acrobat and Case Management Software

• Proven track record in Estate Planning and Estate Law

• Solid understanding of Estate Tax laws and regulations

• Excellent written and verbal communication skills

• Strong negotiation and problem-solving abilities

• Ability to work independently and manage multiple tasks simultaneously

• Excellent organizational skills and attention to detail

• High level of professionalism and ethical standards

• Ability to maintain client confidentiality.

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