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
- 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)