Attorney/Lawyer

We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn!

Key Responsibilities:

• Consult with potential and existing clients to gather necessary details for formulating planning proposals.
• Regularly meet with established clients to review and update their estate plan based on changing circumstances.
• Accurately estimate and convey the necessary fees to the clients.
• Efficiently manage client engagement process while preparing estate planning documents.
• Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums.
• Process payments for services rendered.
• Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets.
• Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters.
• Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations.
• Conduct client review sessions, explain and answer their queries or concerns.
• Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms.
• Respond to clients' electronic and telephonic communication in a timely manner.
• Document detailed notes of all client communications and maintain them within the client file.
• Participate in regular department meetings to discuss complex client matters and other relevant topics.
• Undertake any other relevant projects or tasks as assigned.

Possession of a Juris Doctor (JD) degree from an accredited law school

Must have at least 3 years of estate planning experience

Experience with advanced tax planning experience a plus