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 leading estate planning law firm committed to safeguarding the legacies of individuals and families. They specialize in offering personalized legal solutions for estate planning, trust administration, income tax planning, and asset protection. With a stellar reputation and a client-centric approach, our client ensures that every estate plan aligns perfectly with the unique needs of their clients.

Job Description

• Assess estate planning needs and provide recommendations by engaging with prospective and current clients.
• Create and review estate planning documents, ensuring their alignment with client objectives and existing laws.
• Guide clients through the entire engagement process, including discussing fees and collecting payments.
• Conduct client meetings for the purpose of reviewing, updating, and finalizing estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Deliver prompt responses to client inquiries through phone and email.
• Collaborate with financial advisors and other professionals to offer comprehensive estate planning solutions.
• Stay up-to-date with estate planning, trust, and probate laws to ensure compliance and the adoption of best practices.
• Participate in regular attorney meetings and firm-wide discussions on complex cases and legal updates.

Qualifications

• Active California State Bar license.
• Minimum of 3 years of experience in estate planning.
• Thorough knowledge of estate, gift, and income tax laws.
• Preferably a State Bar Certified Specialist in Trusts, Wills & Probate.
• Excellent communication, organization, and client management skills.
• Proficient in using legal technology and case management systems.

Why This Is a Great Opportunity

• Be a part of a highly regarded law firm renowned for its expertise in estate planning.
• Work in a collaborative and supportive environment.
• Directly engage with clients and make a significant impact on their legacy planning.
• Competitive compensation and ample 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