Senior Estate Planning Attorney - Autonomy & Mentorship

Orion Placement; Fresno (CA); Vor Ort; USD 250.000 - 300.000; Vollzeit

Benefits dieser Stelle

Dental insurance

Paid time off

Retirement plan

Vision insurance

Zusammenfassung

Orion Placement in Fresno, CA seeks an experienced estate planning attorney to counsel individuals and business owners on sophisticated planning strategies. You will draft trusts and wills and manage matters from initial consultation through completion with minimal supervision.

The role requires a California Bar license and 8+ years of estate planning experience. You will enjoy autonomy with mentorship, build long-term client relationships, and benefit from strong earning and bonus potential.

Qualifikationen

• Active California Bar license required.
• 8+ years of estate planning experience.
• Strong experience with trusts, wills, estates, and related planning matters.
• Ability to independently manage matters and client relationships with minimal supervision.
• Probate and trust administration experience strongly preferred.
• Fresno or Central Valley ties preferred.
• Existing client relationships or origination of $250K–$300K annually is a plus, not required.

Aufgaben

• Counsel individuals, families, and business owners on sophisticated estate planning strategies.
• Draft and review trusts, wills, powers of attorney, advance health care directives, and related planning documents.
• Manage estate planning matters from initial consultation through completion with minimal oversight.
• Handle or assist with probate and trust administration matters based on experience.
• Advise clients regarding wealth transfer, succession planning, fiduciary issues, and estate administration.
• Develop trusted, long-term client relationships and identify opportunities to expand those relationships.
• Collaborate with experienced attorneys while maintaining significant responsibility for your own matters.
• Attend hearings and travel when needed to effectively represent clients.

Kenntnisse

Drafting trusts and wills

Analytical skills

Client communication

Counseling clients

Ausbildung

California Bar license

Jobbeschreibung

Orion Placement in Fresno, CA seeks an experienced estate planning attorney to counsel individuals and business owners on sophisticated planning strategies. You will draft trusts and wills and manage matters from initial consultation through completion with minimal supervision.

The role requires a California Bar license and 8+ years of estate planning experience. You will enjoy autonomy with mentorship, build long-term client relationships, and benefit from strong earning and bonus potential.