Estate Planning Attorney

Job Description

Job Description

We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents.

Responsibilities :

• Develop tailored estate plans for clients, incorporating their unique financial and personal needs.
• Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney.
• Advise clients on estate tax implications and assist in the preparation of necessary tax forms.
• Provide guidance on asset protection strategies and wealth transfer planning.
• Conduct thorough consultations to understand client goals and recommend appropriate legal solutions.
• Stay informed about changes in estate law to ensure compliance and provide up-to-date advice.
• Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies.
• Represent clients in legal proceedings related to estate planning, when necessary.
• A minimum of 3 years of experience in estate planning or a related legal field.
• Strong knowledge of estate law, including trusts, wills, and tax planning.
• Proficiency in drafting estate planning documents such as revocable and irrevocable trusts.
• Familiarity with estate tax return preparation and associated regulations.
• Excellent communication and client relationship management skills.
• Licensed to practice law in the state of California.
• Strong analytical and problem-solving abilities to address complex legal issues.