Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view.
Why employees love working here:
- Excellent small firm culture
- Performance-driven salary increases and bonuses, accompanied by a well-defined career advancement trajectory.
- Exciting new office with excellent view
- Competitive benefits and compensation
Responsibilities:
- Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives.
- Asset Protection: Advise clients on preserving and safeguarding assets while minimizing tax implications.
- Trust Administration: Manage trust assets and ensure compliance with legal requirements.
- Probate Assistance: Guide clients through the probate process. Special needs probate experience is a plus
- Tax Planning: Develop strategies to reduce estate and inheritance tax liabilities.
- Legal Research: Stay current on California trust and estate laws.
Qualifications:
- JD degree and California State Bar membership.
- 4 years of trust and estate planning experience. (Wills, trusts, & estate law)
- Strong knowledge of California trust and estate laws.
- Excellent communication and organizational skills.
- Client-focused and detail-oriented.
In this role, you'll help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes. No litigation is involved.
Benefits: 401(k), 401(k) matching, Dental insurance, Health insurance, Life insurance, Paid time off, Vision insurance