Estate & Tax Planning Attorney in Sacramento, CA

Law Firm

Sacramento, CA

Estate & Tax Planning Attorney in Sacramento, CA

Attorney

Min 3 yrs required

No

base salary plus bonus

H1: Estate Planning Attorney (Salary plus bonus) - Sacramento, California

H2: Responsibilities of an Estate Planning Attorney

- Meet with prospective and returning clients for consultations
- Analyze estate and prepare appropriate estate plan
- Ensure legal documents are drafted to meet client's needs and recommendations
- Quote fees and handle client engagement process
- Complete necessary forms and accept payments
- Use task management system to stay organized and respond to correspondence
- Review draft of estate plan and conduct review with client
- Assess opportunities to refer client to financial advisor
- Respond to client phone calls and emails
- Keep detailed notes of all meetings and communication
- Attend regular meetings with colleagues and staff
- Other projects as assigned

H2: Required Skills and Education

- Telephone and meeting etiquette
- Strong oral and written communication skills
- Supervisory skills
- Knowledge of estate planning terminology
- Interpersonal skills
- Organization and planning abilities
- Proofreading and grammatical skills
- Time management skills
- Computer literacy
- Licensed attorney by California State Bar
- State Bar Certified Specialist in Trust, Wills & Probate preferred
- Knowledge of income, gift and estate tax laws
- Notary Public
- Minimum 3 years experience in estate planning
- Ongoing education and training in estate planning

H2: Compensation and Benefits

- $130k-$160k base salary plus bonus
- Full-time employment
- Mid-level experience required

Bold Headline: Join Our Team as an Estate Planning Attorney in Sacramento, California!

Law Firm is seeking a highly skilled and experienced Estate Planning Attorney to join our team in Sacramento, California. In this role, you will be responsible for meeting with clients, analyzing their estate, and preparing appropriate estate plans to meet their needs and wishes. We offer a competitive salary plus bonus, full-time employment, and a dynamic work environment.

Responsibilities of an Estate Planning Attorney:

- Meet with prospective and returning clients for consultations and gather necessary information
- Make planning recommendations and review possible changes to current estate plans
- Quote fees and handle client engagement process
- Complete required forms and accept payments
- Use task management system to stay organized and respond to correspondence
- Review draft of estate plan and conduct review with client
- Assess opportunities to refer client to financial advisor
- Respond to client communication and keep detailed notes
- Attend regular meetings with colleagues and staff
- Other projects as assigned

Required Skills and Education:

- Strong telephone and meeting etiquette
- Excellent oral and written communication skills
- Supervisory skills
- Knowledge of estate planning terminology
- Interpersonal skills
- Organization and planning abilities
- Proofreading and grammatical skills
- Time management skills
- Computer literacy
- Licensed attorney by California State Bar
- State Bar Certified Specialist in Trust, Wills & Probate preferred
- Knowledge of income, gift and estate tax laws
- Notary Public
- Minimum 3 years experience in estate planning
- Ongoing education and training in estate planning

Compensation and Benefits:

- $130k-$160k base salary plus bonus
- Full-time employment
- Mid-level experience required

Join our team as an Estate Planning Attorney and make a difference in the lives of our clients. Apply now!