Attorney (ID# 4188)

Job Title: Estate Planning Attorney (CA Licensed)

Location: Sacramento/Auburn, West Lake, Pasadena (Fully In-Office Role)

Salary: $130,000 - $150,000

We are seeking experienced Estate Planning Attorneys to join our client's thriving practice, providing comprehensive legal services to high-net-worth clients. Positions are available in Sacramento/Auburn, West Lake, and Pasadena offices. This is a fully in-office role designed for attorneys with a few years of estate planning experience who are passionate about client service and working with sophisticated estate planning matters.

What We Offer:

• Salary Range: $130,000 - $150,000
• Super Low Billable Hour Requirement: 1,200 hours/year
• Bonus Opportunity: Available for billable hours above the target
• Retirement Benefits: 4% 401(k) match
• Health Benefits: 75% of medical premiums paid by the firm
• High-net-worth client base, providing a chance to work on complex and rewarding cases

Responsibilities:

• Drafting Estate Planning Documents: Prepare wills, trusts, powers of attorney, health care directives, and other legal documents that reflect clients' wishes regarding asset distribution and care in case of incapacitation.
• Providing Legal Advice: Counsel clients on estate planning strategies that minimize taxes, avoid probate, and ensure the smooth transfer of assets.
• Trust and Estate Administration: Assist with estate management, ensuring the execution of wills and trusts, handling probate proceedings, and supporting beneficiaries.
• Tax Planning: Advise clients on structuring their estate to minimize estate and gift taxes, including setting up tax-efficient trusts.
• Asset Protection: Help clients protect their wealth from potential creditors or lawsuits by utilizing appropriate legal structures like irrevocable trusts.
• Reviewing and Updating Estate Plans: Regularly review and update clients’ estate plans to reflect changes in their lives (e.g., marriage, divorce, birth of children) and stay compliant with new laws.
• Handling Probate Litigation: Represent clients in estate-related disputes, including contesting wills and managing estate administration conflicts.
• Business Succession Planning: Develop plans for business owners to transfer ownership and control of their businesses, ensuring a smooth transition after retirement or death.
• Educating Clients About Legal Options: Explain the various legal instruments available for estate planning, and how they align with the client's needs and goals.

Qualifications:

• Must be licensed to practice law in California
• Minimum of 2-3 years of estate planning experience
• Strong drafting, research, and client counseling skills
• Experience working with high-net-worth clients is preferred
• Excellent communication skills and attention to detail

If you're looking for a fulfilling career with a great work-life balance and the opportunity to work with high-net-worth clients on meaningful estate planning cases, apply today!