Estate Planning Attorney

Profile

Job Overview

A law firm seeks an Estate Planning Attorney in Palo Alto, CA, to guide families through wills, trusts, and long-term planning with compassion and precision.

Duties

• Draft and review wills, trusts, and estate planning documents.
• Advise clients on estate planning strategies and tax implications.
• Conduct client meetings to assess needs and provide tailored solutions.
• Collaborate with financial advisors and accountants to optimize client plans.

Requirements

• Proven experience in estate planning and probate law.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Education

• Juris Doctor (JD) degree from an accredited law school.

Certifications

• Licensed to practice law in CA.

Skills

• Proficiency in legal research and drafting.
• Detail-oriented with strong organizational skills.
• Ability to manage multiple cases and deadlines effectively.

Benefits

• Comprehensive health insurance.
• Retirement savings plan with employer match.
• Paid time off and flexible work arrangements.

Company info

BCG Attorney Search
228 Hamilton Ave, 3rd Floor
Palo Alto
California
United States 94301
Phone : (650) 752-1500
Fax : (213) 895-7306