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Title : Estate Planning Attorney

Location : California - Oakland
Refer to Job # MJII776155

Estate Planning Attorney The candidate will work directly with clients to understand their estate planning objectives and needs and advise them on appropriate options. Using forms and process, provide clients with draft estate plans within one week of initial meeting (or faster if client requires a quick turnaround). Proactively and charmingly and consistently engage with clients regarding any questions about, or updates to, their draft estate plan so the draft is ready for signature two weeks after initial meeting (or on other timeline requested by clients). Guide clients through estate plan signing meetings and advise them on trust-funding and maintenance. Conduct legal and factual research related to any legal issues requested by Kelly and Sarah or needed for client service. Support probate and trust litigation matters as needed. Keep Sarah and Kelly appropriately updated on client needs and questions. Follow all procedures regarding confidentiality, time-tracking, billing, client communication, and document management. Excellent entry-level candidates considered, experience working in estate planning and handling trust administration and probate matters, or trust litigation matters preferred. Excellent written and oral communication skills. Strong relationship building skills are required. Ability to work autonomously (self-starter, self-managed) and as part of a team. Outstanding organizational abilities. Strong work ethic and high level of integrity. California Bar license are required.

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