Estate Planning Attorney
2 weeks ago
Located in Auburn/Sacramento area we are a growing estate planning law firm looking for a Senior Estate Planning attorney to join our team and hit the ground running
We offer a comprehensive compensation package including but not limited to:
- A base salary ranging from 130K-160K with large bonus opportunities
- Large bonuses
- Health benefits (Medical, Dental, Vision)
- 401K + 4% match
Responsibilities:
- Conduct consultations with clients to understand their estate planning needs and goals.
- Advise clients on estate planning options, including wills, trusts, powers of attorney, advance healthcare directives, and other related legal instruments.
- Draft, review, and revise estate planning documents, ensuring accuracy and legal compliance.
- Assist clients with asset protection, tax planning, and strategies for wealth transfer.
- Represent clients in probate court and handle all necessary documentation and filings.
- Collaborate with financial advisors, tax professionals, and other experts to develop comprehensive estate plans.
- Stay updated on changes in estate, probate, tax, and trust laws to provide current legal guidance to clients.
- Manage a caseload of estate planning and probate matters, prioritizing tasks and meeting deadlines.
- Maintain confidentiality and act with integrity while handling sensitive client information.
MUST HAVE:
- Juris Doctor (JD) degree from an accredited law school.
- Active state bar licensure in California.
- 3+ of experience practicing estate planning or probate law.
- In-depth knowledge of estate, probate, and tax law as it relates to estate planning.
NICE TO HAVE:
- State Bar Certified Specialist in Trust, Wills & Probate
- Knowledge of income, gift and estate tax laws
- Notary Public
If this sounds like a good fit for you, please apply through the link or email roxy.kupfert@ascendion.com with your updated resume
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