- Serves as the primary point of contact for estate planning clients
- Answer client questions within same day or same day offer timing of response
- Ask clients for referrals to grow practice beyond wealth management referrals
- Refer CPL clients not referred by CP to CP for wealth management
- Uses legal expertise to assist in the creation and implementation of estate plans
- Displays a positive attitude and willingness to adapt in a rapidly changing environment
- All other duties as assigned
- Juris Doctorate
- Licensed and in good standing with the bar of CA
- 7+ years of estate planning or other relevant experience
- Ability to present complex estate planning concepts to clients
- Ability to draft and review estate planning documents with a great degree of accuracy
- LL.M. in tax or estate planning
- Licensed and in good standing with the bars of more than one state
- Proficiency in Microsoft Office preferred
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Estate planning attorney with trust and probate litigation experience sought by a growing estate planning firm in San Jose CA. · ...
San Jose, CA1 month ago
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+2+ years experience · Active CA bar, in good standing · Strong academic credentials · ...
San Jose1 week ago
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Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...
San Jose $90,000 - $220,000 (USD) per year22 hours ago
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The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...
Santa Clara $90,000 - $220,000 (USD) per year22 hours ago
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Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...
Santa Clara $90,000 - $220,000 (USD) per year22 hours ago
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We are seeking a skilled Trust & Estate Planning and Administration Attorney to join our team on a partnership track. This role focuses on providing comprehensive estate planning and trust administration services to high-net-worth clients, · * Health Insurance · * 401K w/ matchin ...
San Jose, CA3 weeks ago
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We are seeking a skilled Trust & Estate Planning and Administration Attorney to join our team on a partnership track. · This role focuses on providing comprehensive estate planning and trust administration services to high-net-worth clients, · ensuring that their financial and pe ...
San Jose3 weeks ago
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The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...
Sunnyvale $90,000 - $220,000 (USD) per year22 hours ago
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The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...
Hayward $90,000 - $220,000 (USD) per year22 hours ago
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The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...
San Mateo $90,000 - $220,000 (USD) per year22 hours ago
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We are seeking a knowledgeable and experienced Estate Planning Attorney to join our legal team.The ideal candidate will assist clients in creating and managing estate plans ensuring compliance with laws and regulations providing comprehensive legal advice on related matters. · ...
Palo Alto2 months ago
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The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at ...
Fremont $90,000 - $220,000 (USD) per year22 hours ago
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Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...
Hayward $90,000 - $220,000 (USD) per year22 hours ago
-
Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...
Fremont $90,000 - $220,000 (USD) per year22 hours ago
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We re looking for an Estate Planning Attorney with 4+ years of experience who s ready to make an impact and grow within a supportive environment. · This is a fantastic opportunity for someone who values warmth, balance, and purpose in their practice. · ...
Palo Alto3 weeks ago
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We're a highly regarded boutique law firm based in the Bay Area, known for our compassionate and high-quality approach to estate planning and elder law. · JD from an accredited law school · Active member of the California Bar in good standing · 4+ years of estate planning experie ...
Palo Alto, CA4 weeks ago
- Work in company
Tax and Estate Planning Transactional Attorney | Upto 200k base (San Jose)
Law Firms
Our client is seeking a sophisticated Tax & Estate Planning Attorney to join our highly respected Silicon Valley practice. We represent high-net-worth individuals, business owners, and multi-generational families in complex estate and tax matters. This is an opportunity to work o ...
San Jose Part time16 hours ago
- Work in company
Senior Estate Planning & Probate Attorney – Mission-Driven Practice | Palo Alto, CA (Remote)- 398929
Only for registered members
A mission-driven legal practice is expanding its trusts and estates team and seeking a senior-level attorney with experience in estate planning and probate matters. · ...
Palo Alto2 months ago
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Exemption Status: Salary Exempt · Remote Options/Office Hours: Hybrid or On-Site · Classification: Attorney · Summary:The Senior Trusts & Estates Attorney must have at least five (5) years of recent experience designing plans for high-net-worth clients, including designing and dr ...
San Jose5 days ago
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Legal Recruitment & Personnel Manager · Location: Northern California (Hybrid) · Onsite Requirement: 4 days per week · Type: Full‑Time · About the Opportunity · A prestigious international law firm is seeking a Legal Recruitment & Personnel Manager to oversee attorney talent ope ...
San Jose $70,000 - $180,000 (USD) per year22 hours ago
Estate Planning Attorney - San Jose - Creative Planning
Description
The primary responsibility of the Estate Planning Attorney is to help a client complete an accurate estate plan that fulfills the client's wishes in an efficient fashion, specifically by being available for a 'start' meeting within 5 business days, setting the signing meeting at the end of the start meeting, walking through the documents with the client during the signing meeting and owning the process through client signatures. A highly successful estate planning attorney has a high ratio of conversions from initial call to signatures.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
REQUIRED EXPERIENCE / QUALIFICATIONS
PREFERRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS:
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