Description:

An established and expanding San Mateo law firm specializing in all aspects of Trusts, Estates, Probate, Trust Administration, and Litigation is looking for a seasoned associate attorney. The ideal candidate will have 0-5 years of experience in Trusts, Estates and Conservatorships and preferably some experience with Probate type litigation. As a midsized firm, the position requires cross-over in all areas of trusts, probate, trust administration and conservatorships.

Candidate should be someone that is interested in growing with the firm and is motivated, hard- working and has an excellent work ethic, but still enjoys a balanced life.

Ideal Candidate:
  • Charismatic, trustworthy, team player and pro-active
  • Mature, responsible and someone who values personal growth
  • Able to take the big picture view and contribute to positive situation outcomes
  • High attention to details, common sense approach and need little supervision
  • Someone that will go the extra mile, a self-starter
  • Able to handle high pressure situations
  • Willingness to work outside typical hours as necessary

Essential Functions:
  • Working with clients to design and implement estate plans ranging from simple to complex instruments
  • Working with clients and advisors to commence and complete trust administrations and probates
  • Preference for a candidate with Conservatorship experience and experience in the areas of probate and trust litigation
  • Experience with Propositions 13 and 58, including entity formation and operation, is a plus

Qualifications:
  • Must be a member of California Bar
  • Experience: 0-5 years' experience in estate planning, trust administration and probate, with Conservatorship experience preferred
  • Strong knowledge of estate tax planning and sophisticated trust planning in its various forms is expected

Skill/Aptitudes:
  • Excellent writing and communication skills
  • Proficient computing skills, especially in the use of MS Office software (Word, Excel, PowerPoint, Outlook)
  • Proficient in using TimeMatters, Gavel or other Case Management Software
  • Proficient in using Acrobat
  • Proficient in using Clio billing software
  • Proficient in using HotDocs base programs (for both Judicial Council Forms and estate planning document creation)