Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view.
Location of office is Newport Beach, CA.
Why employees love working here :
Excellent small firm culture
Performance-driven salary increases and bonuses, accompanied by a well-defined career advancement trajectory.
Exciting new office with excellent view
Competitive benefits and compensation
Responsibilities :
Estate Planning : Create customized estate plans, including wills and trusts, to meet client objectives.
Asset Protection : Advise clients on preserving and safeguarding assets while minimizing tax implications.
Trust Administration : Manage trust assets and ensure compliance with legal requirements.
Probate Assistance : Guide clients through the probate process. Special needs probate experience is a plus
Tax Planning : Develop strategies to reduce estate and inheritance tax liabilities.
Legal Research : Stay current on California trust and estate laws.
Qualifications :
JD degree and California State Bar membership.
4 years of trust and estate planning experience.
Strong knowledge of California trust and estate laws.
Excellent communication and organizational skills.
Client-focused and detail-oriented.
In this role, you'll help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes. No litigation involved.
Job Type : Full-time
Salary : $130,000.00 - $190,000.00 per year
Benefits : 401(k)
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule : 8 hour shift
8 hour shift
Monday to Friday
Experience :
Wills, trusts, & estate law : 3 years (Required)
License / Certification :
Attorneys,trust & estates,trust and estates,Law Firms,Legal Advice,Finance + Accounting,Legal Research,Administration,Estate Law,Estate Planning,Compliance
JD degree and California State Bar membership.
4 years of trust and estate planning experience.
Strong knowledge of California trust and estate laws.
Excellent communication and organizational skills.
Client-focused and detail-oriented.
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