Estate Planning Attorney

Internal Revenue Service; Sacramento (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

A well-established estate planning law firm in Sacramento is seeking an attorney to assist clients with their estate, trust, and income tax planning needs. This role focuses on client interaction, document preparation, and collaboration with financial advisors, providing a meaningful opportunity to impact clients' legacies.

Benefits

401(k)

Dental insurance

Health insurance

Paid time off

Vision insurance

Malpractice Insurance

Marketing Allowance and Support

Partial coverage of medical insurance premium

Professional duties and continuing education allowance

Qualifications

• Minimum of 3 years of estate planning experience preferred.
• Strong knowledge of estate, gift, and income tax laws.
• Excellent communication, organization, and client management skills.

Responsibilities

• Meet with clients to assess estate planning needs.
• Draft and review estate planning documents.
• Collaborate with professionals for comprehensive solutions.

Skills

Communication

Organization

Client Management

Education

Active California State Bar license

State Bar Certified Specialist in Trusts, Wills & Probate

Tools

Legal technology

Case management systems

Job description

Note: This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).

About Our Client

Our client is a well-established estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a strong reputation and a client-focused approach, they provide personalized legal solutions to ensure estate plans align with each client’s unique needs.

Job Description

• Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
• Draft and review estate planning documents, ensuring they align with client goals and current laws.
• Guide clients through the engagement process, including fee discussions and payment collection.
• Conduct client meetings to review, update, and finalize estate plans.
• Maintain accurate records of client interactions, meetings, and legal documents.
• Respond to client inquiries via phone and email in a timely manner.
• Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
• Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
• Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.

Qualifications

• Active California State Bar license.
• Minimum of 3 years of estate planning experience.
• Strong knowledge of estate, gift, and income tax laws.
• State Bar Certified Specialist in Trusts, Wills & Probate preferred.
• Excellent communication, organization, and client management skills.
• Proficiency in legal technology and case management systems.

Why This Is a Great Opportunity

• Join a reputable law firm with a strong presence in estate planning.
• Work in a collaborative and supportive environment.
• Engage directly with clients and make a meaningful impact on their legacy planning.
• Competitive compensation and professional development opportunities.

Comprehensive benefits package, including:

• 401(k)
• Holiday Pay
• Malpractice Insurance
• Marketing Allowance and Support
• Partial coverage of employee’s medical insurance premium
• Professional duties and continuing education allowance

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

JPC - 209

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