Retail Options, Executive Search
Estate Planning Attorney
- directions_car Sacramento
- work Full-time
About the position
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
Place of work
Sacramento
United States of America
About the company
Relentless Talent Solutions, Powered by Innovation
We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.
In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.
What Sets Us Apart
Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.
Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.
End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.
Our Core Values
We Build Long-Term Relationships
We go beyond transactions to foster genuine, lasting partnerships.
We Are an Extension of Your Team
We invest the time to understand your goals, culture, and hiring challenges.
We Move Fast—And Smart
We deliver top-tier candidates swiftly and efficiently—the first time.
We Focus on Quality, Not Quantity
You receive carefully vetted talent, not stacks of résumés.
We Handle Every Detail
Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.
Relevant places near
- Arden-Arcade
- Rancho Cordova
- Carmichael
- West Sacramento
- Florin
- Laguna
- North Highlands
- Foothill Farms
- Vineyard
- Rosemont
Job ID: 9522515
/ Ref: 28ed0a255018d60c71375e1369f16038