Attorney - Trust and Estate Planning

Job Overview

A law firm seeks a dedicated and knowledgeable attorney with a minimum of 2-3 years of experience in trust and estate planning. The attorney will assist with trust administration, and the decedent's estate matters, and provide legal advice on estate, gift, and property tax issues. This is an excellent opportunity for a driven individual to join a collaborative team in a well-established legal environment.

Duties

• Manage the administration of trusts and decedent's estates.
• Advise clients on estate planning, including gift and property tax matters.
• Handle a significant caseload and demonstrate the ability to work efficiently in a fast-paced legal environment.
• Draft, review, and finalize legal documents related to estate planning, trusts, and taxes.
• Collaborate with clients to develop personalized estate plans.
• Stay updated on changes in estate, gift, and property tax laws to ensure compliance.
• Work closely with senior attorneys and assist in complex estate planning matters.

Requirements

• 2-3 years of experience in estate planning, trusts, and tax law.
• Proven ability to manage multiple cases simultaneously with a high degree of accuracy.
• Ability to communicate effectively with clients and team members.
• Strong analytical, organizational, and problem-solving skills.
• A history of taking on significant responsibility in previous roles.

Education

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

Certifications

• Active membership and good standing with the California State Bar.

Skills

• Exceptional writing and research capabilities.
• Strong interpersonal skills and the ability to maintain positive client relationships.
• Proficient in handling complex estate and tax planning issues.
• Demonstrated ability to thrive in a team-oriented environment.
• Excellent time-management skills and ability to meet deadlines.

Benefits

• 401(k) retirement plan
• Dental Insurance
• Health insurance
• Paid time off
• Vision insurance

This role offers a collegial and inclusive work environment, with opportunities for professional development and growth within the firm. The law firm is committed to equal opportunity employment and welcomes applicants from diverse backgrounds, including those with prior criminal records, in compliance with local hiring ordinances.

Ranked as one of the top law firms in California, this firm practices in business and civil litigation, environmental, intellectual property, tax planning, family law, corporate, real estate, estate planning, personal injury, health care, employment law, and others. The highly experienced legal team provides the best and most cost-effective strategy for any legal issue. The firm supports local communities through leadership, volunteerism, donations, and pro bono legal services. Treating everybody with respect, the firm has a friendly environment and offers excellent pay with benefits.