Estate Planning Attorney, Robert Half

Estate Planning Attorney

Robert Half

Location:

United States, Stockton

Category:

Legal

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The role involves providing legal advice to individuals and families on a range of estate planning and tax strategies, drafting legal documents, and representing various parties in probate or trust matters in court.

Job Responsibility:

Provide legal advice on estate planning and tax strategies
Draft legal documents such as trusts, wills, advance health care directives, and powers of attorney
Evaluate client competency to make changes to estate planning and take steps to protect clients from undue influence
Advise trustees on trust administration matters and accounting
Prepare petitions, accountings, and other probate court filings
Represent trustees, executors, personal representatives, beneficiaries, creditors, and other interested parties in court
Stay informed on changes in law applicable to estate planning and advise clients accordingly
Research, evaluate, and resolve complex legal matters
Develop and maintain client relationships and generate business
Oversee administrative tasks including timekeeping and invoice approval
Assign and supervise the work of other attorneys and staff

Requirements:

Must hold a Juris Doctor degree from an accredited law school
Must be licensed to practice law in the state or willing to obtain license
At least one year of experience in the legal field, specifically in estate planning, probate, and trust and estate administration
Proficient in probate litigation and probate law
Experience in tax law, specifically fiduciary, trust and estate
Excellent written and verbal communication skills
Strong research and report-writing skills
Ability to handle multiple tasks and meet deadlines
Good problem-solving and decision-making skills
Must maintain confidentiality and act in the best interest of clients at all times
Strong interpersonal skills to effectively interact with clients, staff, and other attorneys
Proficiency in using legal research software and other computer technology to organize and manage client files

What we offer:

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 23, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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