Orinda, CA, 94563, USA
12 hours ago
Estate Planning Attorney
Description We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents. Responsibilities: • Develop tailored estate plans for clients, incorporating their unique financial and personal needs. • Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney. • Advise clients on estate tax implications and assist in the preparation of necessary tax forms. • Provide guidance on asset protection strategies and wealth transfer planning. • Conduct thorough consultations to understand client goals and recommend appropriate legal solutions. • Stay informed about changes in estate law to ensure compliance and provide up-to-date advice. • Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies. • Represent clients in legal proceedings related to estate planning, when necessary. Requirements • A minimum of 3 years of experience in estate planning or a related legal field. • Strong knowledge of estate law, including trusts, wills, and tax planning. • Proficiency in drafting estate planning documents such as revocable and irrevocable trusts. • Familiarity with estate tax return preparation and associated regulations. • Excellent communication and client relationship management skills. • Licensed to practice law in the state of California. • Strong analytical and problem-solving abilities to address complex legal issues. 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 (https://www.roberthalf.com/us/en/mobile-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 (https://www.roberthalf.com/us/en/terms) .
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