Estate Planning Attorney

Our Team is our Greatest Asset

We are seeking a skilled and dedicated part-time or full-time Attorney to join our esteemed estate planning law firm in Ventura, CA or Remote.

The Attorney will play a pivotal role in providing legal expertise, counseling clients on complex estate planning matters, and ensuring the delivery of exceptional legal services.

Compensation : $35 - $50 hourly

$35 - $50 hourly

Responsibilities :

• Provide expert legal advice and counsel to clients in all aspects of estate planning, including wills, trusts, probate, and tax matters.
• Draft, review, and edit a wide range of estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives.
• Conduct thorough legal research to support case strategies, staying up to date with changes in laws and regulations.
• Meet with clients to assess their estate planning needs, analyze their financial situations, and develop tailored solutions.
• Collaborate with clients to design comprehensive estate plans that meet their individual objectives and ensure their assets are protected.
• Represent clients in legal proceedings, including probate court, if necessary.
• Negotiate and draft settlement agreements when applicable.
• Manage a caseload while ensuring high-quality and timely client service.
• Oversee the execution of estate planning documents.
• Participate in firm-wide initiatives, including client seminars, workshops, and marketing efforts.
• Uphold ethical standards and ensure client confidentiality at all times.
• Stay informed about changes in estate planning laws and regulations, sharing knowledge with colleagues and clients.
• Participate in professional development opportunities to enhance legal knowledge and skills.
• Collaborate effectively with colleagues to ensure cohesive and efficient workflow and manage cases according to timelines.

Qualifications :

• Juris Doctor (J.D.) degree from an accredited law school.
• Admission to the state bar and license to practice law in CA.
• A minimum of 3 years of experience in estate planning law or a related practice area.
• Strong knowledge of estate planning procedures, laws, regulations, and tax implications.
• Case experience in trust administration, probate, mediation, will contests, conservatorships, and guardianship.
• Exceptional legal research, writing, and communication skills.
• Proven ability to provide comprehensive estate planning advice and create tailored solutions for clients.
• Proficiency in using legal research databases, case management software, and Microsoft Office Suite.
• Strong organizational skills and attention to detail.
• Ability to manage multiple complex cases and deadlines.
• Demonstrated ability to work collaboratively in a team environment.
• Proactive and results-oriented mindset with the ability to think critically and problem-solve effectively.
• Excellent interpersonal skills and a professional demeanor.

About Company

We are a boutique law firm that focuses on estate planning, probate, and trust administration. We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.

At our firm, teamwork is at the heart of everything we do. Our mission is simple : to understand and meet each client's unique needs with compassion, empathy, and respect.

Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.