Estate Planning Attorney

Position Summary

Meet with prospective and returning clients for consultations; analyze estates to prepare appropriate estate plans; ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney will be in office five days a week, Monday through Friday. The Attorney will work in the Auburn office primarily but may need to work in the Sacramento office weekly based on the needs of the business meeting with clients in‑person.

• Meet with prospective clients for consultations and gather all necessary information to make planning recommendations.
• Meet with current and former clients and review possible changes, updates and/or upgrades to estate plans.
• Quote fees.
• Handle client engagement process when moving forward with preparation of estate planning documents.
• Complete proper engagement agreement and sign at appointment or send via Docu Sign.
• Accept payments for fees.
• Complete Client Intake Form, Client Review Conference or other interim meeting if necessary.
• Complete Design Sheet.
• Use, follow, and respond to Lawcus and Asana task management system including timely completing tasks, monitoring email inbox, and responding to specific correspondence within matters.
• Review draft of estate plan to ensure that the plan meets client’s needs and wishes, along with any recommendations made to client.
• Conduct review with client, explain the plan and how it was designed and answer any questions or address any concerns that client may have.
• Assess any opportunities to refer client to affiliated financial advisor and have client sign appropriate Disclosure and Consent Forms.
• Respond to client phone calls and e‑mails.
• Keep detailed notes of all meetings and phone calls (either electronically or hand‑written) and make sure that notes are maintained inside the client file.
• Meet periodically for Attorney Meeting and Advanced Planning Meeting (if applicable) to discuss complicated client matters and get any technical questions answered in a group setting.
• Meet every other week for Estate Planning Department Meeting.
• Meet once a month for all staff meeting.
• All other projects as assigned.

Telephone/meeting etiquette, oral communication skills, written communication skills, supervisory skills, terminology, interpersonal skills, organization, planning, proofreading and grammatical skills, time management, computer literacy.

Licensed attorney by California State Bar;
State Bar Certified Specialist in Trust, Wills & Probate preferred; knowledge of income, gift and estate tax laws, Notary Public; 3 years minimum experience in the area of estate planning to start; additional on‑going courses and continuing education programs in the area of estate planning. Prefer advanced planning experience.