Estate Planning Attorney

Job DescriptionJob Description

Join our esteemed estate planning law firm in Ventura, CA, or work remotely as a skilled and dedicated Attorney. The Attorney role involves providing legal expertise, guiding clients on complex estate planning matters, and ensuring exceptional legal services are delivered.

Hours vary between 20-40 hours a week and is a contract position to start.

Compensation:

$40 - $50 hourly

Responsibilities:

• Provide expert legal advice and counsel to clients in Ventura, CA, regarding all aspects of estate planning, which include wills, trusts, probate, and tax matters.
• Draft, review, and edit a wide array of estate planning documents, such as wills, trusts, powers of attorney, and advance healthcare directives, catering to the specific needs of clients.
• Perform thorough legal research to support case strategies, staying updated with the latest changes in laws and regulations relevant to estate planning.
• Conduct client meetings to evaluate their estate planning requirements, assess their financial status, and develop personalized solutions to safeguard their assets.
• Collaborate closely with clients to craft comprehensive estate plans aligned with their unique objectives, ensuring the protection of their assets.
• Efficiently manage a caseload while prioritizing high-quality and prompt client service delivery.
• Supervise the execution of estate planning documents to ensure accuracy and adherence to legal requirements.
• Participate actively in firm-wide initiatives like client seminars, workshops, and marketing endeavors to promote the practice.
• Uphold the highest ethical standards and maintain strict client confidentiality at all times.
• Stay abreast of the latest developments in estate planning laws and regulations, sharing insights with colleagues and clients as needed.
• Engage in continuous professional development opportunities to enhance legal expertise and skills.
• Collaborate effectively with team members to streamline workflow, ensure efficiency, and manage cases within specified 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 2 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

Hermance Law is a premier boutique estate planning firm based in Ventura, California. We specialize in providing comprehensive estate planning, probate, and trust administration services to help families protect their assets and secure their legacy. Founded in 2018, we take pride in offering a personalized, client-centered approach, ensuring peace of mind for clients and their loved ones.

Why Join Us?

• Competitive salary with upside commission potential.
• Opportunity to work with a respected and growing estate planning firm.
• Collaborative and supportive work environment.
• Flexible work arrangements (Hybrid/Remote options available).
• Professional development and growth opportunities.