Job Details

Estate Planning Attorney

Company name

Strategic Wealth Legal Advisors. P.C.

Organization Type

Law Firm

Job Type


Date Last Verified

Feb 12,2019

Posted on

Jan 11,2019


Roseville, CA, United States


Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
486 hits 5 times Apply


Roseville Estate Planning law firm seeks a full-time attorney.  The position will include the following duties:  drafting revocable trusts, drafting trust amendments, review of trust documents with clients, and creation of custom trust language, as well as, all aspects of post-death administration.  Experience in the post death administration of revocable living trusts as well as probates is extremely helpful.  The person we are looking for must be an eager learner, self-starter, very organized, detail oriented, a critical thinker, the ability to multi-task and prioritize their tasks.  They will be taking over an established case load and will be the primary attorney for the estate planning case load. Knowledge of Word, internet usage, legal research both on-line and by book are a must for this position.  Experience with drafting systems such as WealthCounsel's drafting system is a plus. Please send resume, cover letter, writing sample, and unofficial transcript to Terry Wheeler, Attorney, Strategic Wealth Legal Advisors.

Company info

Strategic Wealth Legal Advisors. P.C.

Company Profile

Successful Legal and financial office, offering a complete range of estate planning, tax planning, business planning, trust administration and probate services.

Similar Jobs:

Associate Attorney Duties: Meet with prospective clients to make planning recommendations. Meet with existing clients and review possible updates and/or upgrades to estate plans; engage clients to move forward with preparation of...
Attorney The candidate will work in the practice area of Trusts & Estates.
Law Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal indust...