Associate Estate Planning Attorney Job in Sacramento, CA Near Me - 381634 | BCGSearch.com

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Associate Estate Planning Attorney

Type Full-Time

Location California - Sacramento

Job ID Y5VD381634

Experience Level Junior Associate

Job Experience Min. 2 - Max. 7 Years

Ranking 3 : Mostly Business $$$

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

Practice Areas ProbateEstate & Tax PlanningTrusts and Estates - General

2025-10-14 02:56:22

Job Overview

A law firm seeks an Associate Estate Planning Attorney in Sacramento, CA. This role involves working with a collaborative team to serve high net worth clients, business owners, and international clients with complex planning needs. The attorney will assist in estate planning, trust administration, and business succession planning, while developing their own client base over time.

Duties

  • Assist in all aspects of estate planning and trust administration.
  • Manage trust and probate administrations.
  • Participate in client meetings.
  • Develop and manage a personal book of business.

Requirements

  • Active member of the California State Bar.
  • Experience in trust administration, probate, and/or tax planning.
  • Advanced estate planning techniques experience preferred.

Education

  • L.L.M in Taxation or Estate Planning preferred.
  • Legal Specialization in Estate Planning, Trust and Probate Law desired.

Certifications

  • California State Bar membership.

Skills

  • Strong writing, research, and client communication skills.
  • Excellent organizational skills and attention to detail.
  • Proactive and collaborative team player.
  • Comfort with Microsoft Word, Excel, and Outlook; LEAP and WealthCounsel preferred.

Benefits

  • 401(k) plan.
  • Medical, dental, and vision insurance.
  • Paid time off.
  • Health club access.

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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