Attorney at On Call Counsel
Sacramento, CA
About the Job
Job Title: Estate Planning Attorney (CA Licensed)
Location: Sacramento/Auburn, West Lake, Pasadena (Fully In-Office Role)
Salary: $130,000 - $150,000
We are seeking experienced Estate Planning Attorneys to join our client's thriving practice, providing comprehensive legal services to high-net-worth clients. Positions are available in Sacramento/Auburn, West Lake, and Pasadena offices. This is a fully in-office role designed for attorneys with a few years of estate planning experience who are passionate about client service and working with sophisticated estate planning matters.
What We Offer:
- Salary Range: $130,000 - $150,000
- Super Low Billable Hour Requirement: 1,200 hours/year
- Bonus Opportunity: Available for billable hours above the target
- Retirement Benefits: 4% 401(k) match
- Health Benefits: 75% of medical premiums paid by the firm
- High-net-worth client base, providing a chance to work on complex and rewarding cases
Responsibilities:
- Drafting Estate Planning Documents: Prepare wills, trusts, powers of attorney, health care directives, and other legal documents that reflect clients' wishes regarding asset distribution and care in case of incapacitation.
- Providing Legal Advice: Counsel clients on estate planning strategies that minimize taxes, avoid probate, and ensure the smooth transfer of assets.
- Trust and Estate Administration: Assist with estate management, ensuring the execution of wills and trusts, handling probate proceedings, and supporting beneficiaries.
- Tax Planning: Advise clients on structuring their estate to minimize estate and gift taxes, including setting up tax-efficient trusts.
- Asset Protection: Help clients protect their wealth from potential creditors or lawsuits by utilizing appropriate legal structures like irrevocable trusts.
- Reviewing and Updating Estate Plans: Regularly review and update clients’ estate plans to reflect changes in their lives (e.g., marriage, divorce, birth of children) and stay compliant with new laws.
- Handling Probate Litigation: Represent clients in estate-related disputes, including contesting wills and managing estate administration conflicts.
- Business Succession Planning: Develop plans for business owners to transfer ownership and control of their businesses, ensuring a smooth transition after retirement or death.
- Educating Clients About Legal Options: Explain the various legal instruments available for estate planning, and how they align with the client's needs and goals.
Qualifications:
- Must be licensed to practice law in California
- Minimum of 2-3 years of estate planning experience
- Strong drafting, research, and client counseling skills
- Experience working with high-net-worth clients is preferred
- Excellent communication skills and attention to detail
If you're looking for a fulfilling career with a great work-life balance and the opportunity to work with high-net-worth clients on meaningful estate planning cases, apply today!
We are an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, sexual orientation, gender (including gender identity and expression), marital or familial status, age, physical or mental disability, perceived disability, citizenship status, service in the uniformed services, genetic information, height, weight, or any other characteristic protected under applicable federal, state, or local law. Applications from members of minority groups and women are encouraged.