Estate Planning Attorney

3 weeks ago

Ventura, United States Hermance Law Full time

Our Team is our Greatest Asset  

We are seeking a skilled and dedicated part-time or full-time Attorney to join our esteemed estate planning law firm in Ventura, CA or Remote. The Attorney will play a pivotal role in providing legal expertise, counseling clients on complex estate planning matters, and ensuring the delivery of exceptional legal services. 

Compensation:

$35 - $50 hourly

Responsibilities:

  • Provide expert legal advice and counsel to clients in all aspects of estate planning, including wills, trusts, probate, and tax matters. 
  • Draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives. 
  • Conduct thorough legal research to support case strategies, staying up to date with changes in laws and regulations. 
  • Meet with clients to assess their estate planning needs, analyze their financial situations, and develop tailored solutions. 
  • Collaborate with clients to design comprehensive estate plans that meet their individual objectives and ensure their assets are protected. 
  • Represent clients in legal proceedings, including probate court, if necessary. 
  • Negotiate and draft settlement agreements when applicable. 
  • Manage a caseload while ensuring high-quality and timely client service. 
  • Oversee the execution of estate planning documents. 
  • Participate in firm-wide initiatives, including client seminars, workshops, and marketing efforts. 
  • Uphold ethical standards and ensure client confidentiality at all times. 
  • Stay informed about changes in estate planning laws and regulations, sharing knowledge with colleagues and clients. 
  • Participate in professional development opportunities to enhance legal knowledge and skills. 
  • Collaborate effectively with colleagues to ensure cohesive and efficient workflow and manage cases according to timelines. 
Qualifications:

  • Juris Doctor (J.D.) degree from an accredited law school. 
  • Admission to the state bar and license to practice law in CA. 
  • A minimum of 3 years of experience in estate planning law or a related practice area. 
  • Strong knowledge of estate planning procedures, laws, regulations, and tax implications. 
  • Case experience in trust administration, probate, mediation, will contests, conservatorships, and guardianship. 
  • Exceptional legal research, writing, and communication skills. 
  • Proven ability to provide comprehensive estate planning advice and create tailored solutions for clients. 
  • Proficiency in using legal research databases, case management software, and Microsoft Office Suite. 
  • Strong organizational skills and attention to detail. 
  • Ability to manage multiple complex cases and deadlines. 
  • Demonstrated ability to work collaboratively in a team environment. 
  • Proactive and results-oriented mindset with the ability to think critically and problem-solve effectively. 
  • Excellent interpersonal skills and a professional demeanor.
About Company

We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology. 

 

At our firm, teamwork is at the heart of everything we do. Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect. Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters. 

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