Estate Planning Attorney

Job Description

Job Description

Seeking a talented Estate Planning attorney licensed in California to join our firm located in Fremont, CA. The ideal candidate will handle estate plan preparation for clients, providing advice on provisions and strategies to achieve their objectives. Responsibilities include supporting the legal team, meeting with current and potential estate planning clients, and simplifying complex legal processes.

If you enjoy helping individuals with their Estate Plans, we invite you to apply! Compensation: $100,000 annually + bonus, with benefits including 401(k), PTO, Holiday Pay, and medical, dental, and vision insurance. This is an in-person position requiring relocation if not local.

Compensation:

$100,000 yearly + bonus

Responsibilities:

• Client interaction
• Candidate would oversee staff members in signing and notarizing documents
• Candidate should be familiar with Word and Wealth Counsel
• The Attorney would need to be comfortable working independently and handling their caseload with the legal support team
• Review, summarize, and critique existing and/or proposed new estate planning documents
• Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication
• Draft & Review Estate Planning documents, Wills, Revocable Living Trusts, Power of Attorney, Health Care Directives
• Deed Preparation, trust transfer Deeds, and Quitclaim deeds
• Perform legal research
• Teamwork with other staff members as necessary

Qualifications:

• CA licensed attorney with previous experience with Estate Planning matters
• Excellent interpersonal skills are necessary; the position requires extensive professional contact with clients to design effective estate-planning strategies
• Adaptable to a fast-paced environment, self-motivated, and possess the initiative to complete tasks with minimal supervision
• Requires exceptional verbal, analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member

About Company

Our mission is to provide the best possible service to clients and truly make a difference in their lives. We are constantly striving to improve our services and our team culture. We value collaboration, communication, and a passion for excellence. If you are a team player, an excellent communicator, and ready to grow professionally, we would love to hear from you!