Estate Planning Attorney

Anthoor Law Group, A Professional Corporation•Fremont, CA

905d•$100,000•Onsite

About The Position

Seeking a talented Estate Planning attorney licensed in California to join our firm located in Fremont, CA. The ideal candidate will handle estate plan preparation for clients, providing advice on provisions and strategies to achieve their objectives. Responsibilities include supporting the legal team, meeting with current and potential estate planning clients, and simplifying complex legal processes. If you enjoy helping individuals with their Estate Plans, we invite you to apply! Compensation: $100,000 annually + bonus, with benefits including 401(k), PTO, Holiday Pay, and medical, dental, and vision insurance. This is an in-person position requiring relocation if not local. Client interaction Candidate would oversee staff members in signing and notarizing documents Candidate should be familiar with Word and Wealth Counsel The Attorney would need to be comfortable working independently and handling their caseload with the legal support team Review, summarize, and critique existing and/or proposed new estate planning documents Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication Draft & Review Estate Planning documents, Wills, Revocable Living Trusts, Power of Attorney, Health Care Directives Deed Preparation, trust transfer Deeds, and Quitclaim deeds Perform legal research Teamwork with other staff members as necessary

Requirements

CA licensed attorney with previous experience with Estate Planning matters
Familiar with Word and Wealth Counsel
Comfortable working independently and handling their caseload with the legal support team
Excellent interpersonal skills are necessary; the position requires extensive professional contact with clients to design effective estate-planning strategies
Adaptable to a fast-paced environment, self-motivated, and possess the initiative to complete tasks with minimal supervision
Requires exceptional verbal, analytical, communication, drafting, writing, and research skills, with the ability to work both independently and as a team member
Relocation if not local

Responsibilities

Handle estate plan preparation for clients
Provide advice on provisions and strategies to achieve their objectives
Support the legal team
Meet with current and potential estate planning clients
Simplify complex legal processes
Oversee staff members in signing and notarizing documents
Review, summarize, and critique existing and/or proposed new estate planning documents
Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication
Draft & Review Estate Planning documents, Wills, Revocable Living Trusts, Power of Attorney, Health Care Directives
Deed Preparation, trust transfer Deeds, and Quitclaim deeds
Perform legal research
Teamwork with other staff members as necessary