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Estate Planning Attorney

Alan N. Daum And Associates
Sacramento, CA Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/16/2025

Job Description

  • Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
  • Draft and review estate planning documents, ensuring they align with client goals and current laws.
  • Guide clients through the engagement process, including fee discussions and payment collection.
  • Conduct client meetings to review, update, and finalize estate plans.
  • Maintain accurate records of client interactions, meetings, and legal documents.
  • Respond to client inquiries via phone and email in a timely manner.
  • Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
  • Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
  • Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.

Qualifications

  • Active California State Bar license.
  • Minimum of 3 years of estate planning experience.
  • Strong knowledge of estate, gift, and income tax laws.
  • State Bar Certified Specialist in Trusts, Wills & Probate preferred.
  • Excellent communication, organization, and client management skills.
  • Proficiency in legal technology and case management systems.

    • Why This Is a Great Opportunity

  • Join a reputable law firm with a strong presence in estate planning.
  • Work in a collaborative and supportive environment.
  • Engage directly with clients and make a meaningful impact on their legacy planning.
  • Competitive compensation and professional development opportunities.

    • Comprehensive benefits package, including :

  • 401(k)
  • Holiday Pay
  • Malpractice Insurance
  • Marketing Allowance and Support
  • Partial coverage of employee’s medical insurance premium
  • Professional duties and continuing education allowance
    • Benefits :
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

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