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Note: This position requires employees to be present at the Sacramento or Auburn office (depending on the firm's needs) for the entirety of their workweek.

About Our Client

Our client is a well-established law firm specializing in estate planning. They are dedicated to assisting individuals and families in safeguarding their legacies through services such as trust administration, income tax planning, and asset protection. Renowned for their client-centered approach, they provide tailored legal solutions that align with each client's unique requirements.

Job Description

• Conduct meetings with prospective and existing clients to evaluate their estate planning needs and offer recommendations.
• Create and review estate planning documents, ensuring they are in line with client objectives and current regulations.
• Assist clients throughout the engagement process, including discussions on fees and the collection of payments.
• Hold client meetings to review, update, and finalize estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Provide timely responses to client inquiries via phone and email.
• Collaborate with financial advisors and other professionals to deliver comprehensive estate planning solutions.
• Stay updated with estate planning, trust, and probate laws to ensure compliance and adhere to best practices.
• Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.

Qualifications

• Active membership in the California State Bar.
• A minimum of 3 years of experience in estate planning.
• Thorough knowledge of estate, gift, and income tax laws.
• Preferred certification as a State Bar Certified Specialist in Trusts, Wills & Probate.
• Excellent communication, organization, and client management skills.
• Proficient in legal technology and case management systems.

Why This Is an Excellent Opportunity

• Join a highly regarded law firm with a strong foothold in estate planning.
• Work in a collaborative and supportive environment.
• Engage directly with clients and have 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