Estate Planning Attorney Job at Copenbarger & Copenbarger, Santa Ana, CA

bGRuUGZWbXZ1Y2JLZVV1VEJTY3k0YUNsMmc9PQ==
  • Copenbarger & Copenbarger
  • Santa Ana, CA

Job Description

Job Description

Job Description

Compensation: Roughly $100,000 to $140,000 annually based on experience plus bonus opportunity

Location: Hybrid in-office (4 days a week) in our Santa Ana, CA office. Travel required within California.

Job Type: Full-time W-2 position with benefits.


Copenbarger's Great Benefit Offerings:

  • Health with employer-covered options
  • Dental with employer-covered options
  • Vision Insurance
  • 401(k)
  • PTO/Paid vacation time, paid holidays, and paid sick time
  • Bonus volunteer days off for specific events
  • Parental leave
  • Continuing education reimbursement
  • Flexible working arrangements/work-from-home days
  • Referral program

Estate Planning Attorney Job Summary:

Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking an Estate Planning Attorney to join our practice in our Orange County location. This is an excellent opportunity to join a top-rated firm that offers great benefits and a competitive salary, values work-life balance while working among industry-recognized attorneys, and a wonderful family-like work environment!

The ideal candidate will have experience conducting client consultations, drafting various documents such as wills and trusts, and providing legal advice on tax planning strategies. Additionally, they will oversee probate and estate matters, stay informed on evolving laws, and train legal support staff as necessary.

Estate Planning Attorney Responsibilities:

  • Draft and review estate planning documents, including wills, trusts, and powers of attorney.
  • Reach monthly goals following the initial training period
  • Complete legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutes
  • Conduct consultations with clients to understand their estate planning goals and objectives.
  • Stay up-to-date on changes in estate planning laws and regulations
  • Track and train legal assistants and paralegals as needed.
  • Engage in direct communications via telephone and e-mail with attorneys, staff, and clients

Estate Planning Attorney Requirements:

  • 1-5 years or more of experience in estate planning (experience in tax law is a plus).
  • Completed JD/Juris Doctorate from an accredited law school.
  • California Bar Admission/Member in good standing
  • Must be comfortable consulting with clients directly throughout their estate needs
  • LLM in Tax or Estate Planning is a plus
  • Must be able to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
  • Excellent organization, computer skills, and math skills
  • Strong attention to detail and excellent research skills.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently or with a team

Why Join Copenbarger & Copenbarger:

"Firm with a Heart" and "The Company Who Cares"...we hold a Glassdoor rating of 4.5 stars, and we're proud of being a place employees want to work for!

Established in 1979, you’ll be joining a firm that’s both well-respected in the community and that treats our employees as we do our clients: like gold. We serve clients statewide across California, specializing in estate planning, taxation, litigation, business formation, and more. Copenbarger and Copenbarger has received recognition including Martindale-Hubbell's Peer Review award, Martindale-Hubbell's Client Champion Gold award, Lawyers of Distinction award, Who’s Who award, multiple Top Attorneys of North America awards, and more. However not only do we work hard to be the best at our practice, we have fun doing it! If you're looking for a family-like culture with real work-life balance, "Bro"-dal showers, company outings, and its own party-planning committee you can join, you've found the place (and please, don't be shy to ask more)!

Firm Attorney's Awards and Recognition List:

  • Martindale-Hubbell's Peer Review 2023
  • Martindale-Hubbell's Client Champion Gold 2023
  • Who’s Who Continental 2022
  • Top 500 Most Influential Professionals 2022
  • Top Attorneys of North America 2021-2022
  • Client Champion Award Martindale-Hubbell 2019 & 2021
  • Recognizing Excellence in Estate Planning 2021 & 2018
  • Silicon Valley Business Journal’s 40 Under 40 2021
  • Legions of Honor 2021
  • ...What's next when you come on board and grow with us?

Job Tags

Holiday work, Full time, Work from home, Flexible hours,

Similar Jobs

Annovex

Compounding Pharmacy Technician Job at Annovex

 ...uncompromising quality, reliability, and service in meeting their compounded sterile and non-sterile pharmaceutical product needs. Our...  ...Annovex Pharma is seeking a full-time Compounding Pharmacy Technician to join our team. The team member will be responsible for compounding... 

ISI

Caulker Water proofer Job at ISI

Job Description Job Description Caulker/Water proofer An established, highly reputable, family owned and operated sub-contractor, specializing in Concrete-Masonry-Waterproofing-Joint Sealants and caulking-Air Barriers, has an opportunity for you contribute to the...

Jordan Valley Community Health Center

Patient Advocate - (Phones) Job at Jordan Valley Community Health Center

 ...Apply Job Type Full-time Description Patient Advocate - (Phones) Full-Time, 36 hours per week $15.00/hour minimum We offer competitive salary, benefits (including medical, dental, vision), retirement, PTO, and recognize 9 paid holidays. If you are... 

Toppers Pizza

Delivery Driver Job at Toppers Pizza

 ...Pizza Delivery Champions Wanted! Join Our Thriving Team as a Delivery Driver! Actively Hiring Zesty Delivery Driver Wanted! Join Our Saucy Team Today! Are you...  ...work schedule! Whether you're an early riser or a night owl, our schedule will fit your pizza passion.... 

Labcorp

Certifying Scientist Job at Labcorp

 ...Labcorp is seeking a Certifying Scientist to join its team in Raritan NJ. This position will be working in the Forensic Toxicology department which performs urine drug of abuse monitoring testing. The Certifying Scientist will be responsible for reviewing and verifying...