Busy Santa Rosa based estate planner looking for a part-time, of-counsel estate planning attorney to take on significant overflow of prospective clients. This may be a good fit for an attorney who is relatively new to estate planning law or already has an established practice of their own.
Responsibilities would include intake and meetings with clients, discussing estate planning wishes, drafting estate planning documents, and implementing estate plans, as well as significant trust administration and probate possibilities.
The attorney could largely work remotely, at home or at their office, as needed, but may be needed in the Santa Rosa office to meet with clients, as needed. (Therefore, this may not be a good fit for attorneys outside of Sonoma, Mendocino, Napa, Alameda, Marin and San Francisco counties.)
Some experience in estate planning is required, but training is available and would be provided as well; where you graduated from law school is not important are you empathetic, personable, honest, and have great attention to detail? If so, please get in touch with me.
