Note : This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
Our client is a well-established estate planning law fi...Show moreLast updated: 12 days ago
Promoted
Real Estate Counsel - Rapidly Growing Real Estate Company
Larson MaddoxSacramento, CA, United States
Full-time
Sr Real Estate Counsel - Rapidly Growing Commercial Real Estate Firm.Our client, a rapidly expanding and vertically integrated commercial real estate firm with a $1+ billion valuation, is seeking a...Show moreLast updated: 12 days ago
Estate Attorney
Victorium Legal, Inc.Sacramento, CA, US
$85,000.00–$165,000.00 yearly
Full-time
If you have experience in estate planning, you may be an excellent addition to our growing law firm.We are looking for a highly analytical candidate with good negotiation and organizing skills who ...Show moreLast updated: 2 days ago
Estate Planning Attorney
Surf Search IncSacramento, CA
Full-time
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 27 days ago
Promoted
Real Estate Accountant
VirtualVocationsSacramento, California, United States
Full-time
A company is looking for a Real Estate Accountant.Key ResponsibilitiesManage general ledger accounting, monthly financial reporting, and cash management for client community associationsPrepare ann...Show moreLast updated: 8 days ago
Estate Planning Attorney
Retail OptionsSacramento, CA
$130,000.00–$160,000.00 yearly
Permanent
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 27 days ago
Estate Planning Attorney
True North ConsultantsSacramento, CA
$130,000.00–$160,000.00 yearly
Permanent
Note : This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
Our client is a well-established estate planning law fi...Show moreLast updated: 27 days ago
Estate Planning Attorney
JobotSacramento, CA, United States
$135,000.00–$160,000.00 yearly
Full-time
Associate Attorney needed ASAP!.This Jobot Job is hosted by : Andrew Kraig.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary : $135,000 - $160,000 per ...Show moreLast updated: 30+ days ago
Estate Planning Attorney
Ives & AssociatesSacramento, CA
$130,000.00–$160,000.00 yearly
Permanent
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 27 days ago
Estate Planning Attorney
SearchStarsSacramento, CA
Permanent
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 27 days ago
Estate Planning Attorney
Alan N. Daum And AssociatesSacramento, CA
Permanent
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 26 days ago
Estate Planning Attorney
Cameron Craig GroupSacramento, CA
$130,000.00–$160,000.00 yearly
Full-time
Note : This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
Our client is a well-established estate planning law fi...Show moreLast updated: 27 days ago
Real Estate Attorney
GpacSacramento, California, United States
Full-time
Quick Apply
Our client is a trusted legal firm specializing in real estate law, offering expert guidance to clients in property transactions, zoning matters, and real estate litigation.We are seeking an experi...Show moreLast updated: 30+ days ago
Estate Planning Attorney
Advisory and Consulting ServicesSacramento, CA
$130,000.00–$160,000.00 yearly
Permanent
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.Draft and review estate planning documents, ensuring they align with client goals and current ...Show moreLast updated: 27 days ago
Real Estate Agent
Weichert, RealtorsCalifornia, United States
Weichert is hiring a select number of professional real estate agents for this sales office.We are looking for people that are willing to obtain their real estate sales license or have recently com...Show moreLast updated: 30+ days ago
Analyst - Real Estate
Crossfire ConsultingCA
Targeted Years of Experience : 0-3 years.Provide support for the business.Build rapport with client and meet with them to understand the needs of their business.
Excellent attention to detail and goo...Show moreLast updated: 30+ days ago
REAL ESTATE (BUSINESS)
Santa Rosa Junior CollegeSonoma County, CA
Santa Rosa Junior College is currently accepting applications to establish a pool for part-time associate faculty assignments.
Associate assignments are temporary, part-time or on-call.This job post...Show moreLast updated: 30+ days ago
Note : This position requires employees to be on-site five days a week at the Sacramento or Auburn office (depending on the needs of the firm).
About Our Client
Our client is a well-established estate planning law firm dedicated to helping individuals and families protect their legacies. They specialize in estate planning, trust administration, income tax planning, and asset protection. With a strong reputation and a client-focused approach, they provide personalized legal solutions to ensure estate plans align with each client’s unique needs.
Job Description
Meet with prospective and existing clients to assess estate planning needs and provide recommendations.
Draft and review estate planning documents, ensuring they align with client goals and current laws.
Guide clients through the engagement process, including fee discussions and payment collection.
Conduct client meetings to review, update, and finalize estate plans.
Maintain accurate records of client interactions, meetings, and legal documents.
Respond to client inquiries via phone and email in a timely manner.
Collaborate with financial advisors and other professionals to provide comprehensive estate planning solutions.
Stay current with estate planning, trust, and probate laws to ensure compliance and best practices.
Participate in regular attorney meetings and firm-wide meetings to discuss complex cases and legal updates.
Qualifications
Active California State Bar license.
Minimum of 3 years of estate planning experience.
Strong knowledge of estate, gift, and income tax laws.
State Bar Certified Specialist in Trusts, Wills & Probate preferred.
Excellent communication, organization, and client management skills.
Proficiency in legal technology and case management systems.
Why This Is a Great Opportunity
Join a reputable law firm with a strong presence in estate planning.
Work in a collaborative and supportive environment.
Engage directly with clients and make a meaningful impact on their legacy planning.
Competitive compensation and professional development opportunities.
Comprehensive benefits package, including :
401(k)
Holiday Pay
Malpractice Insurance
Marketing Allowance and Support
Partial coverage of employee’s medical insurance premium
Professional duties and continuing education allowance