Estate Planning Attorney

A law firm seeks a dedicated Estate Planning Attorney to handle a variety of estate planning matters, including client consultations, drafting legal documents, and managing estate plans. This full-time, in-office role in Westlake Village involves providing personalized estate planning services to both new and returning clients.

Duties:

• Meet with prospective clients to gather necessary information and provide estate planning recommendations.
• Review existing estate plans with returning clients, suggesting updates or changes where appropriate.
• Provide fee estimates and manage client engagement for estate planning services.
• Prepare and finalize estate planning documents, ensuring they meet the client’s needs and legal requirements.
• Facilitate the execution of engagement agreements and process payments.
• Utilize task management systems (e.g., Lawcus, Asana) to manage tasks, respond to emails, and track project progress.
• Conduct client review meetings, explain estate plans, and address any client questions or concerns.
• Identify potential referrals to affiliated financial advisors and manage appropriate disclosures.
• Respond promptly to client phone calls and emails, maintaining thorough records of all communications and meetings.
• Participate in periodic attorney meetings to discuss complex matters and ensure comprehensive legal strategies.
• Attend regular department and staff meetings.
• Assist with additional projects as assigned.

Requirements:

• A minimum of 3 years of experience in estate planning law.
• Familiarity with California income, gift, and estate tax laws.
• Experience managing estate planning matters from consultation to document finalization.

Education:

• Juris Doctor (JD) from an accredited law school.
• Licensed to practice law in California.
• Certified Specialist in Trusts, Wills, and Probate (preferred but not required).

Certifications:

• Must be licensed to practice law in California.
• Notary Public certification is a plus.
• Certified Specialist in Trusts, Wills, and Probate is preferred.

Skills:

• Strong oral and written communication skills.
• Excellent organizational, proofreading, and time management abilities.
• Proficient in the use of task management systems and basic computer literacy.
• Capable of managing multiple clients and projects simultaneously.

Benefits:

• 401(k) plan with up to 4% match.
• Medical, Dental, and Vision insurance.
• Paid Vacation and Sick Leave.
• Referral program.

This position provides an excellent opportunity for an attorney to engage with clients and build long-term relationships by providing tailored estate planning services in a supportive and collaborative environment.