Estate Planning Attorney

A law firm is seeking an Estate Planning Attorney for their Santa Rosa, CA, office.

Job Overview:
The Estate Planning Attorney will be responsible for meeting with new and existing clients to address their estate planning needs. They will draft and review estate plans for clients, from modest to high-net-worth individuals, encompassing simple to complex and advanced estate, gift, and tax plans. This role requires maintaining strong relationships with clients and legal professionals.

Duties:

• Meet with new and existing clients to discuss estate planning needs
• Cultivate and maintain relationships with clients and legal professionals
• Draft and review estate plans for a diverse client base
• Address a range of estate planning matters, including trust and estate administration and litigation, related business and real property issues, and tax law as pertains to related business
• Take on increasing responsibility within the firm
• Collaborate with team members to deliver comprehensive legal services

Requirements:

• License to practice law in California
• 1-3 years of recent experience in Estate Planning in California
• Knowledge and experience in trust and estate administration and litigation, related business and real property issues, and tax law
• Excellent writing and communication skills
• Superior analytical, drafting, and research skills
• Ability to work independently and as part of a team
• Enthusiastic, collaborative, and thoughtful approach to legal practice
• Preferred ties to or interest in living in Sonoma County

Education:

• Juris Doctor (J.D.) degree from an accredited law school

Certifications:

• Active membership in the State Bar of California or ability to become a member

Skills:

• Strong analytical skills
• Excellent communication and writing skills
• Ability to work independently and as part of a team
• Proficiency in legal research
• Technical expertise in estate planning matters
• Collaborative and client-focused approach

This firm has two law offices that are located in California. Areas of concentration include litigation, business law and tax-estate matters. The firm began ten years ago. Eleven skilled attorneys are employed at the law practice. There are six main practice areas. Banking law, business law and estate planning are a few of their practice disciplines. Its attorneys were named in a top law publication.