Note: This position is on-site five days a week at our Sacramento or Auburn office (depending on the needs of the firm).

About Our Client

Our client is an esteemed estate planning law firm that is dedicated to safeguarding the legacies of individuals and families. Specializing in estate planning, trust administration, income tax planning, and asset protection, our client is known for their commitment to personalized legal solutions that align with each client's unique needs.

Job Description

• Conduct thorough assessments of estate planning needs and provide tailored recommendations to prospective and existing clients.
• Create and review estate planning documents, ensuring they meet client objectives and comply with current laws.
• Guide clients through the engagement process, including discussing fees and collecting payments.
• Hold client meetings to review, update, and finalize estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Respond promptly and professionally to client inquiries via phone and email.
• Collaborate with financial advisors and other professionals to deliver comprehensive estate planning solutions.
• Stay up to date with estate planning, trust, and probate laws to ensure compliance and employ best practices.
• Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.

Qualifications

• Must have an active California State Bar license.
• Possess a minimum of 3 years of experience in estate planning.
• Demonstrate strong knowledge of estate, gift, and income tax laws.
• Preference for State Bar Certified Specialist in Trusts, Wills & Probate.
• Exceptional communication, organization, and client management skills.
• Proficiency in legal technology and case management systems.

Why This Is a Great Opportunity

• Join an esteemed law firm with a solid reputation in estate planning.
• Experience a collaborative and supportive work 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