Sr. Associate (Estate Planning and Trust Admin)

Our law firm is seeking a Permanent Sr. Associate (Estate Planning and Trust Admin) to join our dynamic team. This is an exciting opportunity for a seasoned professional who is passionate about estate planning, trust administration, and related legal matters to make a significant impact on the lives of individuals, families, and business owners. The successful candidate will be responsible for developing comprehensive estate plans, managing probate processes, and safeguarding assets. This role requires a strategic thinker with excellent leadership and management skills, and a desire to serve a diverse case load. The ideal candidate will have an active membership with the State Bar of California and a commitment to maintaining the highest standards of practice.

The ideal candidate will also have a clear path to partner in this firm!

Benefits:
We offer a generous benefits package, including:

• Competitive salary and bonus structure.
• Retirement benefits.
• Volunteer program.
• Opportunities for professional growth and advancement with a clear path to partner.
• Collaborative and supportive work environment.
• Exposure to complex legal matters and direct client interaction.

Other benefits include:

• Employee assistance program
• Paid time off
• Professional development assistance

Responsibilities:

• Develop and implement robust estate plans for individuals, families, and business owners to protect their assets and ensure their wishes are honored.
• Manage all aspects of trust administration, including the preparation of trust documents, distribution of assets, and resolution of any legal issues.
• Provide expert legal advice on wills, power of attorney, and other related matters.
• Represent clients in probate proceedings and manage all related documentation and processes.
• Maintain a diverse case load, providing each client with personalized and effective legal strategies.
• Exhibit strong leadership skills and manage a team of junior associates, providing guidance and mentorship as needed.
• Use strategic planning skills to anticipate potential legal issues and develop proactive solutions.

Qualifications:

• Juris Doctorate from an accredited law school.
• Active membership with the State Bar of California.
• 3+ years in Estate Planning
• 2+ years of experience as a Senior Associate Attorney, preferably in the field of estate planning and trust administration.
• Proven track record of developing comprehensive estate plans and managing trust administration.
• Extensive knowledge of probate processes and legal matters related to wills, power of attorney, etc.
• Demonstrated leadership and management skills, with the ability to mentor junior associates and manage a diverse case load.
• Excellent strategic planning skills, with the ability to anticipate and proactively address potential legal issues.
• Strong communication skills, with the ability to explain complex legal concepts in a clear and understandable manner.
• Exceptional client service skills, with a commitment to maintaining the highest standards of practice.