Experienced Associate Attorney - Trust and Estates, Conservatorships, Special Needs Planning Seeking A Highly-Skilled, Equally Compassionate Attorney Do you want to work for a law firm that places its highest value in outstanding legal work that brings peace of mind to clients? Do you want to work in an environment that will cultivate your professional growth while putting your talents and skills to work making a positive impact on clients’ lives? We are a boutique law firm that is on track for significant growth in the coming years and need a highly skilled lawyer who can provide compassionate and comprehensive legal services in Estate Planning, Special Needs Planning Trust Administration, Conservatorships, and Probate. This is a role for an Associate who can hit the ground running and who meets the criteria set forth below. We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve. Responsibilities: This Associate will be responsible for all aspects of clients’ matters including: • Estate Planning, Special Needs Planning, and Trust Administration • Conducting initial consultations and devising strategies  • Delegating work to paralegals and legal assistants and monitoring their work • Preparing documents for sophisticated Estate and Special Needs Plans  • Preparing Petitions for Instructions or Trust Modification • Preparing and/or overseeing Trust Administration from beginning through Trustee Final Report and Accounting • Leading and participating in the initial and final meetings with clients • Cultivating relationships with the Firm’s existing and future clients by maintaining consistent and timely communication Court-Supervised Trust Administration : • Appearing at OSC/review hearings as they pertain to the Court and/or Compromise matters, as necessary • Appearing at hearings, including accounting hearings, as scheduled, and completing hearing memo • Preparing checklist for documents and information needed for matter • Managing paralegal’s processing of matter • Communicating with Trustee and interested parties redistributions and administrative matters • Communicating with personal injury and/or firms, Clients, and/or other interested parties, as necessary, during the process • Reviewing and editing pleadings, account schedules, Trustee Fee Declarations, etc., including reviewing all information and documents in the case file • Reviewing probate notes and addressing notes, as needed • Coordinating billing for matter Probates, Conservatorships, and Settlement Trusts: • Communicating with personal injury/medical malpractice firms, clients, probate referees, court-supervised attorneys, and/or other interested parties re intake of matter, drafting, and/or Compromise matters, as necessary • Preparing checklist for documents and information needed for matter • Managing paralegal’s processing of matter • Communicating with personal injury/medical malpractice firms, clients, probate referees, court-supervised attorneys, and/or other interested parties as necessary during the process • Reviewing and editing pleadings, including reviewing all information and documents in the case file • Reviewing tentative rulings/probate notes • Appearing at hearings and complete hearing memo • Coordinating billing for matters Qualifications: • Has four (4) to seven (7) years experience in at least two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships and/or Probate • Is licensed with the California State Bar • Is comfortable being the clients’ primary point of contact • Has the capacity to handle matters and clients independently (after a period of orientation and monitored work) • Shows compassion when dealing with clients and has a talent for winning their confidence and respect • Is willing to work hard to see that clients receive top-notch service and results • Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software • Is someone of character with intelligence and grit, and who will contribute positively to the atmosphere within the office Compensation: $80,000 yearly, plus performance bonuses

• This Associate will be responsible for all aspects of clients’ matters including: • Estate Planning, Special Needs Planning, and Trust Administration • Conducting initial consultations and devising strategies  • Delegating work to paralegals and legal assistants and monitoring their work • Preparing documents for sophisticated Estate and Special Needs Plans  • Preparing Petitions for Instructions or Trust Modification • Preparing and/or overseeing Trust Administration from beginning through Trustee Final Report and Accounting • Leading and participating in the initial and final meetings with clients • Cultivating relationships with the Firm’s existing and future clients by maintaining consistent and timely communicationCourt-Supervised Trust Administration : • Appearing at OSC/review hearings as they pertain to the Court and/or Compromise matters, as necessary • Appearing at hearings, including accounting hearings, as scheduled, and completing hearing memo • Preparing checklist for documents and information needed for matter • Managing paralegal’s processing of matter • Communicating with Trustee and interested parties redistributions and administrative matters • Communicating with personal injury and/or firms, Clients, and/or other interested parties, as necessary, during the process • Reviewing and editing pleadings, account schedules, Trustee Fee Declarations, etc., including reviewing all information and documents in the case file • Reviewing probate notes and addressing notes, as needed • Coordinating billing for matterProbates, Conservatorships, and Settlement Trusts: • Communicating with personal injury/medical malpractice firms, clients, probate referees, court-supervised attorneys, and/or other interested parties re intake of matter, drafting, and/or Compromise matters, as necessary • Preparing checklist for documents and information needed for matter • Managing paralegal’s processing of matter • Communicating with personal injury/medical malpractice firms, clients, probate referees, court-supervised attorneys, and/or other interested parties as necessary during the process • Reviewing and editing pleadings, including reviewing all information and documents in the case file • Reviewing tentative rulings/probate notes • Appearing at hearings and complete hearing memo • Coordinating billing for matters