Estate Planning Attorney

Job Title: Estate Planning Attorney

Job Overview: A prestigious law firm in Orange County, is seeking an experienced Estate Planning Attorney to join their team. This is an exciting opportunity to work with entrepreneurial families and business owners, helping them protect their legacies through sophisticated estate planning. The firm values innovation, client-centric services, and work-life balance, offering a supportive environment where attorneys can thrive professionally.

Duties:

• Draft and file wills, trusts, and powers of attorney for clients.
• Provide consultation services for clients regarding the distribution of their assets.
• Develop strategic legal plans to address and solve clients' estate planning needs.
• Collaborate with paralegals and senior attorneys to facilitate the estate planning and probate process.
• Organize and maintain comprehensive and up-to-date client files.
• Assist clients in navigating estate administration processes, including probate and trust administration.
• Support business owners in creating succession plans for their companies.
• • Handle guardianship and conservatorship proceedings as required.

Requirements:

• Active membership with the American Bar Association (ABA).
• 5 years of experience in estate planning or related legal fields.
• Juris Doctor (JD) degree from an accredited law school.
• Strong knowledge of estate planning tools such as wills, trusts, and powers of attorney.
• Familiarity with title insurance, residential and commercial real estate law, and property management.
• Excellent communication skills, particularly in dealing with sensitive or emotional situations.

Education:

• Juris Doctor (JD) degree from an accredited law school.
• Undergraduate degree with a legal background.

Certifications:

• Active membership in the American Bar Association (ABA).

Skills:

• Expertise in estate planning law.
• Strong written and verbal communication skills.
• Ability to manage and prioritize multiple cases effectively.
• Problem-solving and strategic thinking abilities.
• Attention to detail and organizational skills.

Benefits:

• Comprehensive benefits package, including 100% employer-paid health, dental, vision, and life insurance.
• 100% 401(k) match up to 3%.
• Unlimited paid time off (PTO).
• Monthly performance bonuses and origination bonuses for new matters brought in by the attorney.
• Flexible work environment with the option to work remotely every other Friday.
• Work-life balance with standard office hours (9 AM - 4:30 PM).

Location:

• Mission Viejo, CA

Dedicated to delivering high-quality dispute resolution services at affordable rates, this firm consists of specialists in all areas of the law, other professions, and industries. The firm specializes in a wide range of areas, including business law, civil litigation, employment, real estate, personal injury, family law, and others. Using technology and a collaborative approach, the firm achieves clients' goals in the most efficient manner.