Careers

Please Note: This role requires employees to be present at the Sacramento or Auburn office five days a week (as per the firm's requirements).

Our Client's Background

Our client is a reputable estate planning legal firm committed to assisting individuals and families in safeguarding their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a solid reputation and a client-centric approach, they offer tailored legal solutions to ensure that estate plans meet each client's specific needs.

Role Summary

• Assess estate planning needs and provide recommendations to prospective and existing clients.
• Draft and review estate planning documents in alignment with client objectives and current laws.
• Guide clients through the process, including fee discussions and payment collection.
• Conduct meetings to review, update, and finalize estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Respond promptly to client inquiries via phone and email.
• Collaborate with financial advisors and other professionals to offer comprehensive estate planning solutions.
• Stay abreast of estate planning, trust, and probate laws for compliance and best practices.
• Participate in attorney meetings and firm-wide discussions on complex cases and legal updates.

Requirements

• Active California State Bar license.
• At least 3 years of experience in estate planning.
• Thorough understanding of estate, gift, and income tax laws.
• State Bar Certified Specialist in Trusts, Wills & Probate is preferred.
• Strong communication, organization, and client management skills.
• Proficiency in legal technology and case management systems.

Why This Role Is Ideal

• Be part of a well-respected legal firm specializing in estate planning.
• Work in a collaborative and supportive setting.
• Directly impact clients' legacy planning and make a meaningful difference.
• Competitive compensation and opportunities for professional growth.

Comprehensive Benefits Package Includes:

• 401(k)
• Holiday Pay
• Malpractice Insurance
• Marketing Allowance and Support
• Partial coverage of employee’s medical insurance premium
• Professional duties and continuing education allowance