Trusts and Estate Planning Attorney

A law firm seeks an experienced Trusts and Estate Planning Attorney to join its highly regarded estate planning practice on the Central Coast of California. This is a rare opportunity to work within a sophisticated and well-supported legal environment without requiring a portable book of business. The firm offers a collaborative work culture, professional resources, and an exceptional quality of life.

Duties:

• Draft comprehensive estate planning documents, including trusts, wills, and related instruments.
• Provide personalized legal counsel and strategic advice to clients on estate planning matters.
• Analyze and address tax implications related to estate planning strategies.
• Oversee the administration of trusts, probates, and conservatorships.
• Collaborate with colleagues and staff to deliver high-quality legal services.

Requirements:

• Minimum of five (5) years of experience in trusts and estate planning law.
• Member in good standing with the California State Bar.
• Strong understanding of estate planning, probate, and trust administration processes.
• Demonstrated ability to advise clients on tax implications of estate plans.
• Exceptional legal drafting and client communication skills.

Education:

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

Certifications:

• Certification as a specialist in Estate Planning, Trust, and Probate Law by the California State Bar is preferred but not required.

Skills:

• Attention to detail with a focus on providing accurate and efficient legal solutions.
• Strong organizational abilities and the capability to manage complex matters.
• Excellent written and oral communication skills.
• Collaborative mindset with the ability to work effectively in a team environment.

Benefits:

• Comprehensive health, vision, and dental insurance.
• Life and disability insurance coverage.
• Generous 401(k) retirement plan.
• Supportive administrative and IT resources to enhance efficiency.

This position offers a unique chance to join a respected firm with a robust estate planning practice while enjoying a collegial atmosphere and a balanced lifestyle.

For over 50 years, this firm has provided both local and national representation to Fortune 500 companies, family businesses, and individuals.