Trusts And Estates Associate Attorney

Profile

A law firm in Santa Rosa, CA, is seeking a Trusts and Estates Associate Attorney to provide expert legal counsel in the field of estate planning, trust administration, and related matters. The successful candidate will be responsible for advising clients, drafting legal documents, and representing them in various legal proceedings while building and maintaining strong client relationships.

Duties:

• Meet with existing and new clients to assess and address their estate planning needs.
• Advise clients on advanced estate planning strategies, including structuring complex gift, estate, and tax plans, family succession plans, and trust administrations.
• Draft and review estate planning documents to ensure legal compliance and alignment with client goals.
• Assist with probates and trust administration, guiding clients through the process and resolving legal issues.
• Represent clients in court proceedings and negotiate with opposing counsel to protect their interests.
• Cultivate and maintain relationships with clients and other legal professionals, fostering a network in the legal industry.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the California Bar.
• Minimum of 1 year of experience in California trust and estate law.
• Strong analytical and problem-solving skills to navigate complex legal issues.
• Exceptional writing and verbal communication skills to effectively interact with clients and colleagues.
• Ability to work both independently and collaboratively as part of a legal team.
• Familiarity with case management software, such as Clio, Practice Panther, and Hightail, is a plus.
• Proficiency with Microsoft Office tools (Word, Excel, Access), Outlook, and Adobe software.
• A passion for learning and a willingness to tackle challenging legal matters.
• Excellent teamwork skills and the ability to thrive in a collaborative work environment.
• Ability to work on-site at the law firm's location.
• Demonstrated capacity to handle confidential matters with the utmost discretion.

Job Location: Santa Rosa, CA

Benefits offered: The firm provides a comprehensive benefits package, including health, dental, and vision insurance, income disability insurance coverage, and a 401(k) plan, to support the well-being and financial security of its employees.

Company info

BCG Attorney Search
10537 Santa Monica Blvd., Suite 301
Century City
California
United States 90025
Phone : (310) 444 0000
Fax : (213) 895-7306