We are a boutique firm that has experienced tremendous growth in the past few years, and we are looking to grow our team.
Ideal candidate will have some experience in estate planning, probate, or trust administration, and will use this opportunity to further grow their skills.
Tasks will include the following:
- Draft wills, trust, and other estate planning documents
- Attend estate planning, probate, and trust administration consultations
- Correspond with clients and answer estate planning questions
- Attend court hearings either in person or remotely (most courts are currently set up for zoom and phone call appearances)
- Use Wealth Counsel software for estate planning and trust administration
- Use Lawyaw for drafting court pleadings.
- Coordinate with team members to manage workflow and client communications and to meet deadlines
This position can be remote and/or hybrid (for example, 2 days in the office).
Job Types: Full-time, Part-time
Pay: $130,000.00 - $160,000.00 per year
Expected hours: 24 – 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Schedule:
Work Location: Hybrid remote in Sacramento, CA 95816