Estate Planning Attorney

Job Overview: A reputable law firm in Fremont, CA, is seeking an experienced and knowledgeable Estate Planning Attorney to join its team. This role involves preparing and advising clients on estate planning documents, managing client relationships, and working closely with the legal support team. The ideal candidate is licensed to practice law in California and is passionate about providing comprehensive estate planning services.

Location:

• Fremont, CA

Duties:

• Meet with clients to discuss and develop estate planning strategies tailored to their needs.
• Draft and review a variety of estate planning documents, including wills, revocable living trusts, powers of attorney, and healthcare directives.
• Oversee the preparation of deeds, including trust transfer deeds and quitclaim deeds.
• Conduct legal research to support estate planning services.
• Supervise the signing and notarization process with staff members.
• Manage client communications and cultivate strong client relationships.
• Collaborate with the legal support team to ensure comprehensive service delivery.

Requirements:

• Licensed to practice law in California.
• Previous experience in estate planning law is required.
• Proficient with Microsoft Word and WealthCounsel software.
• Ability to manage a caseload independently with minimal supervision.
• Strong client service orientation with excellent interpersonal skills.

Education:

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

Certifications:

• Active bar membership in California.

Skills:

• Exceptional verbal, analytical, and written communication skills.
• Strong drafting and research abilities.
• Detail-oriented with the ability to simplify complex legal concepts for clients.
• Team-oriented with the ability to work collaboratively with staff members.

Benefits:

• Comprehensive benefits package, including 401(k), medical, dental, and vision insurance.
• Paid time off and paid holidays.
• Supportive and professional work environment focused on client satisfaction and team growth.