Description:
The Position:An Estate Planning Attorney is seeking an experienced, licensed in California, Trusts & Estates attorney to work with a well-regarded, thriving boutique firm. The ideal candidate will have a minimum of five years of related experience and will be ready to hit the ground running. A successful candidate will have experience in estate planning, entity formation, trust administration, and probate.
Primary Responsibilities:
- Managing the estate planning and business matters
- Analyzing, advising, and revising a wide array of estate planning documents
- Collaborating with clients to develop and meet their estate plan goals
- Participate in consults for potential new clients
- Assisting the Intake Coordinator with marketing and presentations
- Leading and working collaboratively with team members
Additional Responsibilities:
- Drafting full estate plans in Wealth Counsel, including CRUTS
- Drafting and reviewing necessary documents for business formations and dissolutions
Assist the trust administration and probate departments
Required Qualifications:
- Licensed to practice law in California
- Minimum five years of relevant experience in estate planning
- Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small-team environment
- Experience in managing other legal assistants and paralegals
Preferred Qualifications:
- Book of Business
- Trust administration and probate experience
- Experience with Clio Manage, Wealth Counsel and Microsoft 365
- Adept at using Mac computers and systems
- Solid command of English including excellent spelling, grammar, punctuation, form, and style
- Ability to work independently and on a team
