Job Description
Note: This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
About Our Client
Our client is a well-established estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a strong reputation and a client-focused approach, they provide personalized legal solutions to ensure estate plans align with each client’s unique needs.
Job Description
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
Draft and review estate planning documents, ensuring they align with client goals and current laws.
Guide clients through the engagement process, including fee discussions and payment collection.
Conduct client meetings to review, update, and finalize estate plans.
Maintain accurate records of client interactions, meetings, and legal documents.
Respond to client inquiries via phone and email in a timely manner.
Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.
Qualifications
Active California State Bar license.
Minimum of 3 years of estate planning experience.
Strong knowledge of estate, gift, and income tax laws.
State Bar Certified Specialist in Trusts, Wills & Probate preferred.
Excellent communication, organization, and client management skills.
Proficiency in legal technology and case management systems.
Why This Is a Great Opportunity
Join a reputable law firm with a strong presence in estate planning.
Work in a collaborative and supportive environment.
Engage directly with clients and make a meaningful impact on their legacy planning.
Competitive compensation and professional development opportunities.
Comprehensive benefits package, including:
~401(k)
~ Holiday Pay
~ Malpractice Insurance
~ Marketing Allowance and Support
~ Partial coverage of employee’s medical insurance premium
~ Professional duties and continuing education allowance
JPC - 209
Job Tags
Holiday work,
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