Estate Planning Attorney
3 months ago
Qualifications
- The ideal candidate will have experience in legal drafting and client engagement and possess a deep commitment to delivering high-quality legal services with compassion
- Minimum 3 years of experience practicing estate planning law
- Active license and good standing with the California Bar
- Strong knowledge of estate planning principles, tax implications, and relevant laws
- Exceptional interpersonal and communication skills to effectively interact with clients and colleagues
- Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment
- Commitment to upholding ethical standards and confidentiality in client matters
- Juris Doctor (J.D.) degree from an accredited law school
- Legal drafting proficiency with attention to detail
- Client-focused approach with a dedication to providing compassionate legal counsel
- Problem-solving and analytical skills to navigate complex legal issues
- Team-oriented mindset with the ability to lead and collaborate effectively
Responsibilities
- Conduct in-person planning sessions for potential clients to assess their estate planning needs and develop legal strategies
- Design and oversee the implementation of estate plans, including wills, trusts, powers of attorney, and healthcare directives
- Supervise and review legal drafting prepared by paralegals and legal assistants to ensure accuracy and compliance with legal standards
- Represent clients for non-contested conservatorship and trust modification petitions as needed
- Maintain ongoing communication with clients to address inquiries, provide updates, and ensure their satisfaction with legal services
- Collaborate with other attorneys and staff members to optimize client service
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