Estate Planning Attorney

Job Title: Estate Planning Attorney

Job Overview:
A prestigious law firm located in Napa, CA, is seeking a talented and experienced Estate Planning Attorney. This opportunity allows you to provide expert legal advice to clients on estate planning matters, offering guidance through complex legal situations. The firm offers a chance to work closely with a diverse range of clients, helping them achieve their financial and legacy goals. The role emphasizes both technical expertise and strong client relationships.

Duties:

• Collaborate directly with clients to develop and execute personalized estate plans, from basic to high-end scenarios.
• Simplify and clearly explain legal concepts, ensuring clients fully grasp their options and decisions.
• Draft, review, and finalize estate planning documents, including wills, trusts, and other related instruments.
• Provide counsel on complex legal matters such as asset protection, charitable giving, and family business succession.
• Stay updated on changes in estate tax laws, trust regulations, and financial trends, particularly those impacting high-net-worth clients.
• Build and maintain strong, trusting client relationships, acting as their key advisor throughout the planning process.
• Assist clients in aligning estate plans with their long-term goals, family dynamics, and legacy intentions.

Requirements:

• Juris Doctor (JD) from an accredited law school.
• Active membership with the California State Bar.
• At least 2 years of experience in estate planning, demonstrating a history of drafting and executing plans.
• Excellent written and verbal communication skills, with the ability to explain legal matters to clients in an understandable way.
• Professionalism and attention to detail in every aspect of the legal process.
• Ability to work independently and collaboratively within a legal team.

Education:

• Juris Doctor (JD) degree from an accredited law school.

Certifications:

• Active California State Bar membership is required.

Skills:

• Expertise in drafting estate planning documents.
• Strong interpersonal and client management skills.
• Ability to explain complex legal matters in simple terms.
• Knowledge of current estate tax laws and trust regulations.
• Ability to work both independently and within a collaborative environment.

Job Location:

• Napa, CA