Job Description

Description We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! Key Responsibilities: + Consult with potential and existing clients to gather necessary details for formulating planning proposals. + Regularly meet with established clients to review and update their estate plan based on changing circumstances. + Accurately estimate and convey the necessary fees to the clients. + Efficiently manage client engagement process while preparing estate planning documents. + Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums. + Process payments for services rendered. + Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets. + Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters. + Review drafted estate plans to ascertain they align with client's needs and our professional recommendations. + Conduct client review sessions, explain and answer their queries or concerns. + Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms. + Respond to clients' electronic and telephonic communication in a timely manner. + Document detailed notes of all client communications and maintain them within the client file. + Participate in regular department meetings to discuss complex client matters and other relevant topics. + Undertake any other relevant projects or tasks as assigned. Requirements Possession of a Juris Doctor (JD) degree from an accredited law school Must have at least 3 years of estate planning experience Experience with advanced tax planning experience a plus Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. Robert Half is not a law firm and does not provide legal representation. Robert Half project lawyers do not constitute a law firm among themselves. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

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Permanent employment, Contract work, Temporary work,

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