Estate Planning Attorney

Marks & Lupo Law Firm

Estate Planning Attorney

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Full-time (On-site Role) Are you a dedicated attorney interested in estate planning and helping families secure their future? Our firm specializes in estate planning, asset protection, and elder law, and we are looking for a motivated attorney to join our team. Responsibilities: • Develop and implement comprehensive estate plans for clients, including wills, trusts, powers of attorney, and advanced healthcare directives. • Counsel clients on estate planning strategies, tax implications, and asset distribution. • Prepare and review legal documents, including trusts, deeds, and beneficiary designations. • Conduct client meetings, evaluate individual needs, and provide tailored legal solutions. Qualifications: • Juris Doctor (J.D.) degree from an accredited law school. • Admitted to practice law in California. • Experience in estate planning, probate, and trust administration preferred. • Strong interpersonal skills and ability to build client relationships. • Excellent written and verbal communication skills. Compensation: $120,000 - $140,000 commensurate with experience.

    • Develop and implement comprehensive estate plans for clients, including wills, trusts, powers of attorney, and advanced healthcare directives. • Counsel clients on estate planning strategies, tax implications, and asset distribution. • Prepare and review legal documents, including trusts, deeds, and beneficiary designations. • Conduct client meetings, evaluate individual needs, and provide tailored legal solutions. • Stay informed about changes in estate planning laws and regulations.