Estate Planning Attorney

Job Title:
Experienced Estate Planning Attorney

Job Overview:
A well-regarded law firm located in Pasadena, CA is seeking a skilled Estate Planning Attorney through a specialized legal recruitment firm. The role focuses on client engagement, estate analysis, and preparation of tailored estate planning solutions. The attorney will work on-site five days a week and will be part of a collaborative legal environment that values thorough communication, document precision, and consistent client interaction.

Duties:

• Conduct in-depth consultations with prospective and returning clients

• Gather detailed information to assess estate planning needs

• Develop customized estate plans aligned with client objectives

• Present plan structures clearly and answer questions during review meetings

• Maintain accurate and detailed case notes for all client interactions

• Prepare and finalize engagement agreements, including electronic signature handling

• Handle client billing and fee collection as appropriate

• Monitor and respond to internal task systems (e.g., email, matter correspondence)

• Collaborate with internal teams to discuss complex planning scenarios

• Join regularly scheduled departmental and firm-wide meetings

• Refer clients to affiliated advisors when applicable, ensuring disclosure forms are completed

• Follow up on inquiries via phone and email

• Participate in special legal projects and internal planning discussions as needed

Requirements:

• Minimum 3 years of hands-on experience in estate planning

• Familiarity with legal document preparation in trust, wills, and probate

• Proficiency in using legal practice management and task-tracking tools

• Strong interpersonal and communication skills

• Meticulous organizational habits and note-keeping

• Professional demeanor and ability to manage confidential information

• Comfortable working in a team-based office setting five days per week

Education:

• Juris Doctor (JD) from an accredited law school

• Active license in good standing with the California State Bar

Skills:

• Client communication and presentation

• Estate planning design and documentation

• Legal writing and document review

• Time management and workload prioritization

• Familiarity with Asana, Lawcus, or similar legal tech platforms

• Ability to work collaboratively across legal and administrative teams

Job Location:

• Pasadena, California

Benefits:

• Competitive bonus structure

• Comprehensive health coverage

• Professional development support

• Continuing legal education opportunities

• Paid time off and holidays

• Retirement plan options

• Collaborative and inclusive firm culture

This California firm focuses on living trust matters and estate planning, in addition to trust administration, legacy care, and elder law. The firm has been making a name for itself since 2005, and now has 13 offices across Northern and Southern California. If you would like to be part of a growing presence in the Golden State, this firm is one to check out.