Job Description

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 well-established estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a strong reputation and a client-focused approach, they provide personalized legal solutions to ensure estate plans align with each client’s unique needs.

Job Description

• Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
• Draft and review estate planning documents, ensuring they align with client goals and current laws.
• Guide clients through the engagement process, including fee discussions and payment collection.
• Conduct client meetings to review, update, and finalize estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Respond to client inquiries via phone and email in a timely manner.
• Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
• Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
• Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.

Qualifications

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

Why This Is a Great Opportunity

• Join a reputable law firm with a strong presence in estate planning.
• Work in a collaborative and supportive 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

JPC - 209

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