Estate Planning Associate Attorney

A law firm in San Mateo, CA, is seeking an experienced Estate Planning Associate Attorney to assist clients with designing and implementing estate plans, trust administrations, and probates. The ideal candidate will have expertise in estate tax planning, trust planning, and conservatorships, with proficiency in relevant legal software and strong communication skills.

Job Duties:

• Collaborate with clients to create comprehensive estate plans, ranging from simple to complex instruments.
• Manage trust administrations and probate proceedings from commencement to completion.
• Preferential consideration for candidates with experience in conservatorships and probate and trust litigation.
• Handle matters related to Propositions 13 and 58, including entity formation and operation.
• Provide legal advice and guidance across trusts, probate, trust administration, and conservatorships.
• Conduct estate tax planning and sophisticated trust planning strategies.
• Draft and review estate planning documents, including wills, trusts, and powers of attorney.
• Utilize legal software for document management and client communication.
• Manage case files, billing, and document preparation efficiently.

Requirements:

• Member in good standing of the California State Bar.
• Minimum of 3 years of experience in Trusts, Estates, and Conservatorships law.
• Experience in probate and trust litigation preferred.
• Strong knowledge of estate tax planning and various forms of trust planning.
• Excellent writing and communication skills.
• Proficiency in MS Office (Word, Excel, PowerPoint, Outlook), TimeMatters, Gavel or other Case Management Software, Acrobat, Clio billing software, and HotDocs.
• Detail-oriented with strong organizational skills.

Education:

• Juris Doctor (J.D.) degree from an accredited law school.

Benefits:

• Competitive salary based on experience with performance-based bonus incentives.
• Minimum billable hours requirement of 1550 hours annually.
• Benefits package includes 401(k) with match, profit-sharing pension plan, medical benefits, supplemental dental and vision insurance, life and disability insurance, vacation, sick leave, and reimbursement for continuing education.

This firm specializes in civil litigation, business services, and wealth preservation. The firm is included in various pro-bono activities, provides continuing education to fellow attorneys and business persons, and remains active in numerous associations. The firm was established in 1965.