Jobot
Estate Planning Associate Attorney
Job Location
Balboa, CA, United States
Job Description
Estate Planning Attorney!!!
This Jobot Job is hosted by: Taylor Kozumplik
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $100,000 - $225,000 per year
A bit about us:
This firm is based in Newport Beach, CA, and specializes in estate planning, probate law, and business succession planning. The firm is dedicated to protecting family legacies, avoiding probate delays, and ensuring peace of mind through personalized, strategic legal solutions. They work with families at various life stages, from new couples to high-net-worth estates and business owners. Their practice includes revocable trusts, guardianships, asset protection, and trust administration, offering expert counsel tailored to each client’s unique needs.
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!
Job Details
Looking for a Trusts and Estates Attorney to join in January 2025!
Position Overview
We are seeking a dedicated and experienced Trusts and Estates Attorney to join our team. The ideal candidate will have a strong background in estate planning, probate, and trust administration. This role will involve working closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations. You will also play a critical role in trust administration and guiding clients through the complexities of the probate process.
Key Responsibilities
Qualifications
Compensation & Benefits
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Location: Balboa, CA, US
Posted Date: 12/22/2024
This Jobot Job is hosted by: Taylor Kozumplik
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $100,000 - $225,000 per year
A bit about us:
This firm is based in Newport Beach, CA, and specializes in estate planning, probate law, and business succession planning. The firm is dedicated to protecting family legacies, avoiding probate delays, and ensuring peace of mind through personalized, strategic legal solutions. They work with families at various life stages, from new couples to high-net-worth estates and business owners. Their practice includes revocable trusts, guardianships, asset protection, and trust administration, offering expert counsel tailored to each client’s unique needs.
Why join us?
Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!
- Meaningful Work!
- Best in Class Firm!
- Competitive Compensation Package!
- Complete Benefits Package!
- Flexible Work Schedules!
- Accelerated Career Growth!
- Fun Company Activities!
- Many More!
Job Details
Looking for a Trusts and Estates Attorney to join in January 2025!
Position Overview
We are seeking a dedicated and experienced Trusts and Estates Attorney to join our team. The ideal candidate will have a strong background in estate planning, probate, and trust administration. This role will involve working closely with clients to design comprehensive estate plans that protect their assets, minimize tax liabilities, and ensure smooth transitions for future generations. You will also play a critical role in trust administration and guiding clients through the complexities of the probate process.
Key Responsibilities
- Develop and implement personalized estate plans, including wills, trusts, powers of attorney, and advanced health care directives.
- Assist clients in trust administration, ensuring compliance with California laws and handling all necessary documentation.
- Provide expert legal advice on probate matters, handling probate filings and court appearances.
- Work with high-net-worth individuals and families to create tax-efficient wealth transfer strategies.
- Represent clients in estate-related disputes, including trust contests, fiduciary disputes, and inheritance issues.
- Collaborate with financial advisors and accountants to integrate legal solutions into clients' overall financial plans.
- Conduct legal research and stay updated on relevant changes in California estate and trust laws.
Qualifications
- Juris Doctor (JD) from an accredited law school.
- Active member in good standing with the California State Bar.
- Minimum of 3-5 years of experience in estate planning, probate, and trust administration.
- Strong knowledge of California estate and tax laws.
- Excellent interpersonal and communication skills, with a commitment to client service.
- Ability to work independently and collaboratively in a team environment.
- Strong organizational skills and attention to detail.
Compensation & Benefits
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- Flexible work environment with opportunities for growth within the firm.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Location: Balboa, CA, US
Posted Date: 12/22/2024
Contact Information
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