Probate & Estate Planning Attorney Job at Robert Half (Modesto)

Estate Planning Attorney

A respected and established Napa law firm is seeking a Midlevel Estate Planning ...

Location

United States , Napa

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Juris Doctor (JD) degree from an accredited law school
Active bar membership and in good standing
4+ years of estate planning and trust administration experience in a law firm
Experience with preparing estate planning documents, probate, and trust administration required
Strong knowledge of state and federal estate, trust, and tax laws
Excellent analytical, drafting, and interpersonal skills
Ability to manage multiple priorities and clients effectively

Job Responsibility

Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents
Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas
Represent clients in probate and trust administration proceedings
Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies
Stay current on developments in estate and tax law to ensure best practices and client service
Participate in firm business development and client relationship management efforts as needed

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
eligibility for 401(k) plan enrollment

Estate Planning Attorney

Seeking Attorney with estate planning experience to join a law firm in Greensbor...

Location

United States , Greensboro

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a licensed attorney with active bar membership in the state
Demonstrated expertise in estate law, including wills and trusts
Proficiency in probate and estate administration processes
Experience in advising clients on wealth preservation and succession planning
Strong knowledge of probate litigation and related legal procedures
Excellent communication and interpersonal skills to work effectively with clients
Ability to conduct thorough legal research and draft precise legal documents
Relevant experience in estate and probate law

Job Responsibility

Develop customized estate planning strategies, including wills and trusts, to meet the unique needs of clients
Advise clients on business succession planning and wealth preservation techniques
Represent clients in probate proceedings, ensuring efficient administration of estates
Provide guidance on estate administration processes, including the distribution of assets and resolution of disputes
Collaborate with individuals and families to create comprehensive plans for managing private wealth
Conduct legal research and stay informed about changes in estate and probate law
Draft and review legal documents related to estate planning and administration
Offer legal counsel to clients regarding tax implications and financial strategies tied to their estate plans
Work closely with clients to address concerns and provide clear explanations of legal procedures
Maintain strong client relationships and deliver exceptional service in all legal matters

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training
competitive compensation

Fulltime

Estate Planning Attorney

Attorneys with a passion for the Legal industry will be interested in this well-...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Excellent communication skills (written and verbal)
Demonstrated knowledge of Trust Account
Command of estate planning
Tax law experience
Conservatorships experience
Adeptness in Revocable Trusts
Probate Law experience
Estate planning experience
Excellent attention to detail
Must possess analytical, legal research and writing skills

Job Responsibility

Work with clients and correspond with opposing counsel
Supporting attorneys and staff within the practice groups department
Analyze and summarize legal documents
Legal research and drafting of a wide range of legal documents

What we offer

competitive base salary
bonus potential
benefits package
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Estate Planning Attorney

A well-established law firm in Seattle is looking to add another Attorney to the...

Location

United States , Seattle

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ YOE in Estate Planning Law
Active license in WA
Juris Doctorate
LLM in Taxation

Job Responsibility

Engage in strategic and leadership roles in the matters handled
Provide quality representation for high net worth probate and estate planning matters
Handle trust and estate accountings and tax returns
Utilize both hard skills of drafting, writing, and research, and soft skills of client and interpersonal relationships
Collaborate closely with partners to ensure effective representation
Stay updated with the latest developments in Tax Law
Use Power of Attorney Forms and other relevant legal documentation

What we offer

Medical/Dental/Vision coverage
flexible PTO
401K with profit sharing
generous bonus plan
transportation coverage
hybrid work options
amazing mentorship with one of the leading Estate Planning attorneys in the state

Fulltime

Estate Planning Attorney

Robert Half is seeking a full-time Estate Planning Attorney to join a wonderful ...

Location

United States , Buffalo Grove

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a Licensed Attorney
Minimum of 1 years of professional experience as an Attorney
Experience in Estate Planning
Ability to communicate effectively with clients
Must possess excellent problem-solving abilities
Strong research and report writing skills are necessary
Must adhere to professional ethics and standards of the legal profession
Must be able to manage multiple tasks and deadlines simultaneously
Excellent negotiation and communication skills required
Must possess a high degree of professional ethics and integrity

Job Responsibility

Draft and implement various estate planning documents
Offer expert advice to clients on complex estate and tax matters
Guide clients through the estate administration and probate process
Handle guardianship petitions and proceedings
Maintain detailed and accurate client records
Monitor client accounts and take appropriate actions based on their status
Process client applications efficiently and accurately
Communicate effectively with clients to resolve their inquiries

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Estate Planning Paralegal

We are seeking an experienced Estate Planning Paralegal to assist in the prepara...

Location

United States , Chesterfield

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least two years of paralegal experience in Estate Planning
Proven experience drafting estate planning documents including wills, trust documents, living wills, and more
Expert knowledge of legal research and ability to provide comprehensive legal administrative support
Exceptional written and verbal communication skills and attention to detail
Paralegal certificate or degree preferred
Excellent organizational skills for managing multiple tasks and deadlines
Must have a minimum of 7 years of experience in a Paralegal role, specifically within the Professional Services industry
Proficiency in probate, probate & estate administration, and probate law is required
Comprehensive knowledge of estate law, estate planning, estate tax, and estate tax return is essential
Demonstrated skills in proofreading legal documents

Job Responsibility

Draft and review estate planning documents: trust documents, wills, living wills, etc.
Case management and client interaction
Coordinate and assist in the execution of various legal papers related to estates and trusts
Collaborate with attorneys and clients to gather information and documentation required for the preparation of estate planning documents
Maintain record management, documentation, and filing systems

What we offer

Very competitive salary
100% health insurance coverage
Ample vacation and PTO
Retirement savings plan
Professional development opportunities

Fulltime

Estate Settlement Attorney

Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estat...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Paralegal or JD candidates encouraged to apply
Minimum of 5+ years of estate settlement experience
Expertise in probate, tax legislation, and trust administration
Familiarity with estate tax return preparation and related software tools.

Job Responsibility

Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations
Generate estate tax projections and analyze planning documents for tax-related insights
Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation
Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks
Provide exceptional client service through clear communication of complex estate planning and tax concepts
Proactively address trustees’ needs, offering guidance on settlement timetables and processes
Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities
Manage multiple concurrent projects and prioritize tasks effectively
Work closely with internal teams, including fiduciary services and investment professionals
Uphold high-quality service standards while adhering to established processes.

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
Access to company 401(k) plan
Free online training.

Fulltime

Associate Attorney

We are in search of an Associate Attorney to join our client's legal team as a f...

Location

United States , Cinnaminson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must be a Licensed Attorney with active Bar Admission
Proficiency in Litigation Attorney practices is required
Demonstrated expertise in Estate Planning and Estate Law
Familiarity with Trusts and Estates, Tax - Trust & Estate, Wills, Probate, and Probate & Estate Administration
Ability to handle Probate Law and Probate Litigation
Comprehensive understanding of Elder Law
Experience in Litigation and making Court Appearances
Knowledge of Civil Court procedures is essential
Must adhere to the highest standards of ethics and professional conduct

Job Responsibility

Act as a representative for clients in Chancery Division and Law Division in New Jersey and Register of Wills and Orphan's Court in Pennsylvania
Draft and prepare various legal documents including Wills, Estates, Power of Attorney, Living Wills, Trust, and Guardianship pleadings
Ensure adherence to all relevant legal standards and regulations in the practice of Elder Law and Estate Planning
Oversee administrative and management functions related to legal practice to ensure smooth operations and client satisfaction
Provide advice to clients on business and legal transactions
Take charge of negotiations for settlements in legal disputes
Lead and manage a team consisting of a paralegal and support staff regarding a client's legal needs
Conduct in-person consultations with clients

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Probate & Estate Planning Attorney

Robert Half

Location:
United States , Modesto

Category:
Legal

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 27, 2025

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