Estate Planning Associate Attorney

A law firm in Los Angeles, CA, is seeking a meticulous Estate Planning Associate Attorney with 2+ years of experience in estate planning. The ideal candidate will have a strong attention to detail and preferably possess prior trust and estate administration experience or hold an LLM in estate planning or taxation.

Job Overview:

The Estate Planning Associate Attorney will play a crucial role in providing comprehensive estate planning services to clients. This position requires a detail-oriented individual with a thorough understanding of estate planning laws and regulations.

Duties:

• Assist clients in creating and implementing estate plans, including wills, trusts, powers of attorney, and healthcare directives.
• Conduct thorough reviews of client assets and liabilities to develop tailored estate planning strategies.
• Collaborate with clients, financial advisors, and other professionals to ensure effective wealth preservation and asset distribution.
• Manage trust and estate administration matters, including asset transfers, beneficiary distributions, and tax filings.
• Provide legal advice and guidance on complex estate planning issues, such as tax implications and charitable giving strategies.
• Draft and review various estate planning documents, including trust agreements, wills, and deeds.

Requirements:

• 2+ years of experience in estate planning.
• California State Bar License.
• Prior trust and estate administration experience or an LLM in estate planning or taxation is advantageous.

Education:

Juris Doctor (JD) degree from an accredited law school.

Certifications:

California State Bar License.

Skills:

• Strong attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a team environment.
• Proficient legal research and writing abilities.
• Knowledge of estate planning laws and regulations.

Benefits:

The firm offers competitive benefits, including:

• Medical, dental, and vision insurance.
• Retirement savings plan.
• Paid time off and holidays.
• Professional development opportunities.