Estate Planning and Trust Administration Attorney

Profile

Job Overview

A law firm seeks an experienced Estate Planning and Trust Administration Attorney in San Clemente, CA. This role requires a seasoned professional with a passion for guiding clients through estate planning processes, ensuring their peace of mind and protecting their legacies.

Duties

• Lead clients through estate planning with clarity and compassion.
• Draft custom trust provisions and asset protection strategies.
• Manage probate and trust administration from intake to resolution.
• Mentor and collaborate with a supportive legal team.
• Build strong relationships with clients and referral partners.
• Track time, meet goals, and contribute to firm success.
• Utilize tools like MS Office, time tracking software, and WealthCounsel.

Requirements

• Juris Doctor and active California Bar license.
• 10+ years in estate planning, probate, and trust administration.
• Proven track record of quality work and strong billable performance.
• Skilled communicator with professionalism and client ease.
• Comfortable with structure and productivity.
• Passionate about estate planning for family and wealth protection.

Education

• Juris Doctor degree.

Certifications

• Active California Bar license.

Skills

• Strong communication and client relationship skills.
• Proficiency in MS Office and time tracking software.
• Experience with WealthCounsel preferred.

Benefits

• Not specified.

Company info

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