Estate Planning, Trusts and Probate Attorney Job in Sacramento, CA Near Me - 317950 |

Estate Planning, Trusts and Probate Attorney

Type Full-Time

Location California - Sacramento

Job ID Y4VK317950

Experience Level Junior Associate

Job Experience Min. 2 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and EstatesProbateEstate & Tax Planning

2024-02-23 02:29:18

Job Overview: A law firm in Sacramento, CA, is seeking a skilled Estate Planning, Trusts, and Probate Attorney to provide comprehensive legal counsel to clients in matters related to estate planning, trust administration, and business transactions. The ideal candidate will leverage their expertise to address client challenges, draft legal documents, and facilitate favorable outcomes for both individual and business clients.

Job Details:

  • Meeting with and advising clients regarding their estate plans.
  • Managing relationships with multiple clients concerning trust administration matters.
  • Strategizing resolutions for clients' challenges in a favorable manner.
  • Building and maintaining trustworthy relationships with clients.
  • Working on multiple business and estate planning engagements.
  • Assisting and advising businesses on establishing company structures, policies, objectives, and procedures for business operations.
  • Drafting, reviewing, completing, and filing legal paperwork related to business operations.
  • Negotiating contract terms, transactions, and settlements on behalf of involved businesses.


  • Minimum of 2 years of experience in Estate Planning, Trusts, and Probate (preferred).
  • Minimum of 2 years of experience in Business Transactions (preferred).
  • Experience as a Legal Assistant or Paralegal while attending or prior to law school is a plus.
  • Proficiency in designing and drafting estate plans.
  • California State Bar is licensed and in good standing.
  • J.D. degree from an accredited law school.


  • Superior verbal and written communication skills.
  • Strong interpersonal skills to interact with individuals at all levels.
  • Ability to interface with clients regularly.
  • Self-starter with superior organizational skills.
  • Excellent critical thinking, analytical, reasoning, and negotiation skills.
  • Leadership, organizational, time management, and multitasking skills.
  • Ability to work under time constraints to meet deadlines.
  • Desire to become a Certified Specialist.
  • PC literate with relevant technology competencies (Microsoft Word, Excel, Power Point, etc.).
  • Excellent research skills.
  • Ability to work on cases independently.
  • WealthCounsel and/or Hot Docs experience.

Job Location: Sacramento, CA

Benefits: The firm offers benefits including 401(k), health insurance, dental insurance, vision insurance, and paid time off.

This California-based law firm is known for its services related to taxation, business, and estate planning & administration. They are also known to succeed in their legal practice by avoiding litigation and going for out-of-court settlements when possible. Their areas of concentration and specialization include tax law, probate law, trust litigation & administration, protection of assets, business litigation & transactions, corporate law, commercial transactions, real estate law, tax planning & controversy, pre-marital agreements, elder law, commercial leases, and corporate terminations. All the members of this firm are able to assist by using advanced techniques for cases involving business and estate planning. They also assist clients with wills & trusts.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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