Demo

Estate Planning Associate Attorney

The Chubb Law Firm
Folsom, CA Full Time
POSTED ON 12/5/2024 CLOSED ON 2/4/2025

What are the responsibilities and job description for the Estate Planning Associate Attorney position at The Chubb Law Firm?

Our energetic & passionate law firm is looking for an experienced attorney who is ready to help our firm grow. The prime candidate will provide comprehensive legal advice and guidance to clients regarding their estate planning, special needs planning, and/or elder law needs. You will work closely with clients to develop personalized estate plans that meet their objectives and ensure their assets are protected and distributed according to their wishes. If you can lead the way with excellent research and writing skills, easily use today’s technology, and communicate effectively across all levels, we would love to connect!

Responsibilities

  • Passionate about serving and guiding the geriatric and special needs populations

  • Draft a variety of legal documents, including wills, trusts, and ancillary documents, utilizing firm templates and designated software

  • Work with clients to review legal documents and offer comprehensive feedback and analysis to ensure the effectiveness of their estate plans

  • Work to make client satisfaction a top priority, finding a quick resolution to client complaints and concerns

  • Represent the firm in the community by participating on boards, committees, and other community groups, when appropriate

  • Collaborate and verify the accuracy and completeness of legal documents drafted by staff

  • Work efficiently and make recommendations to improve processes and be well organized to ensure clients’ files move smoothly through the office

  • Conduct review meetings with clients to ensure their estate planning documents align with their initial goals and objectives.

  • Oversee paralegals, law clerks, and administrative staff

Qualifications

  • Must be able to handle a heavy caseload with little supervision

  • Over 3 years experience (5-7 years preferred) in Estate Planning or Elder Law focused firm environment. Understanding of California law required. Understanding of Medi-Cal programs and eligibility, SSI and SSDI, a plus.

  • Juris Doctorate degree from an accredited school of law with a current license to practice law in the state of California

  • Decision-making, problem-solving, interpersonal skills, and communication skills are a must

  • Proficiency with Microsoft Office suite is necessary

Compensation based on experience

IzHuTHVtbT

Attorney | Estate Planning | 146493
Mission Recruiting -
Auburn, CA
Trust & Estate Planning Attorney
Law Corporation -
Sacramento, CA
Estate Planning Attorney
Food Management Search -
Sacramento, CA

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Estate Planning Associate Attorney?

Sign up to receive alerts about other jobs on the Estate Planning Associate Attorney career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$123,673 - $176,421
Income Estimation: 
$162,804 - $221,695
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Estate Planning Associate Attorney jobs in the Folsom, CA area that may be a better fit.

Senior Attorney - Estate Planning

The Chubb Law Firm, Folsom, CA

Attorney | Estate Planning | 146392

Mission Recruiting, Sacramento, CA

AI Assistant is available now!

Feel free to start your new journey!