Experienced Estate Planning Attorney | Flexible Hours
Job highlights
Identified by Google from the original job post
Qualifications
Join our vibrant team, either part-time or full-time, in Ventura, CA or remotely
Juris Doctor (J.D.) degree from an accredited law school
Admission to the state bar and license to practice law in CA
At least 3 years of experience in estate planning law or a related field
Strong understanding of estate planning procedures, laws, regulations, and tax implications
Experience with trust administration, probate, mediation, will contests, conservatorships, and guardianships
Exceptional legal research, writing, and communication skills
Proven ability to provide tailored estate planning advice and solutions
Proficiency in legal research databases, case management software, and Microsoft Office Suite
Excellent organizational skills and attention to detail
Ability to handle multiple complex cases and meet deadlines
Collaborative team player with a proactive, results-oriented approach
Strong interpersonal skills and a professional demeanor
Benefits
\(35 - \)50 per hour
Responsibilities
As a valued member of our estate planning firm, you will play a key role in guiding clients through their estate planning journey with expertise and care
Offer expert legal advice and guidance on all aspects of estate planning, including wills, trusts, probate, and tax issues
Draft, review, and edit various estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives
Conduct comprehensive legal research to support case strategies and stay updated on legal developments
Meet with clients to evaluate their estate planning needs, analyze their financial situations, and create customized solutions
Collaborate with clients to develop detailed estate plans that align with their goals and protect their assets
Represent clients in legal proceedings, including probate court, when necessary
Negotiate and draft settlement agreements as needed
Manage a caseload while providing high-quality, timely service to clients
Oversee the execution of estate planning documents
Engage in firm-wide initiatives like client seminars, workshops, and marketing efforts
Maintain ethical standards and ensure client confidentiality at all times
Stay informed about changes in estate planning laws and regulations, sharing insights with colleagues and clients
Participate in professional development opportunities to further enhance your legal expertise
Work closely with colleagues to ensure smooth and efficient case management
Job description
Description
Are you a dedicated and skilled Attorney with a passion for estate planning? Join our vibrant team, either part-time or full-time, in Ventura, CA or remotely. As a valued member of our estate planning firm, you will play a key role in guiding clients through their estate planning journey with expertise and care.
Compensation
\(35 - \)50 per hour
Responsibilities
• Offer expert legal advice and guidance on all aspects of estate planning, including wills, trusts, probate, and tax issues.
• Draft, review, and edit various estate planning documents such as wills, trusts, powers of attorney, and advance healthcare directives.
• Conduct comprehensive legal research to support case strategies and stay updated on legal developments.
• Meet with clients to evaluate their estate planning needs, analyze their financial situations, and create customized solutions.
• Collaborate with clients to develop detailed estate plans that align with their goals and protect their assets.
• Represent clients in legal proceedings, including probate court, when necessary.
• Negotiate and draft settlement agreements as needed.
• Manage a caseload while providing high-quality, timely service to clients.
• Oversee the execution of estate planning documents.
• Engage in firm-wide initiatives like client seminars, workshops, and marketing efforts.
• Maintain ethical standards and ensure client confidentiality at all times.
• Stay informed about changes in estate planning laws and regulations, sharing insights with colleagues and clients.
• Participate in professional development opportunities to further enhance your legal expertise.
• Work closely with colleagues to ensure smooth and efficient case management.
What We're Looking For
• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the state bar and license to practice law in CA.
• At least 3 years of experience in estate planning law or a related field.
• Strong understanding of estate planning procedures, laws, regulations, and tax implications.
• Experience with trust administration, probate, mediation, will contests, conservatorships, and guardianships.
• Exceptional legal research, writing, and communication skills.
• Proven ability to provide tailored estate planning advice and solutions.
• Proficiency in legal research databases, case management software, and Microsoft Office Suite.
• Excellent organizational skills and attention to detail.
• Ability to handle multiple complex cases and meet deadlines.
• Collaborative team player with a proactive, results-oriented approach.
• Strong interpersonal skills and a professional demeanor.
About Us
We are a boutique law firm specializing in estate planning, probate, and trust administration. Our focus is on delivering a personalized and seamless client experience through expert legal knowledge and innovative technology.
At our firm, teamwork is fundamental to our success. Our mission is to understand and meet each client’s unique needs with compassion and respect, providing unwavering support and guiding clients through the complexities of estate matters with care and dedication.
Employment Type: Full-Time