Estate Planning Associate Attorney

Job Overview

A law firm seeks an Estate Planning Associate with 0 to 3 years of experience to join their team in Santa Barbara, CA. The role involves working on sophisticated estate plans, conservatorships, probate, and trust administrations, offering a unique opportunity for professional growth and client engagement.

Duties

• Collaborate with attorneys and paralegals to deliver comprehensive estate planning solutions.
• Draft and review legal documents, ensuring accuracy and compliance with laws.
• Prepare and file various petitions and manage client matters through conclusion.
• Conduct legal research to stay updated on estate planning laws and regulations.
• Assist with trust and estate administration, including asset distribution and tax filings.
• Develop estate plans tailored to clients' needs, considering tax implications and asset protection.
• Conduct client meetings to assess estate planning requirements and offer advice.
• Maintain client confidentiality and adhere to ethical standards.

Requirements

• Juris Doctor (J.D.) degree from an accredited law school.
• Admitted to practice law in California and in good standing.
• Knowledge of California estate planning laws and tax implications.
• Experience in estate planning, including wills, trusts, and probate matters, preferred.
• Conservatorship experience is preferred.
• Excellent communication skills, both verbal and written.
• Detail-oriented and proficient in drafting legal documents.
• Ability to handle multiple client matters and meet deadlines.
• Team player with strong interpersonal skills.
• High level of professionalism and commitment to client service.
• Ability to meet billable hour expectations.
• Must work in-person at the Santa Barbara office.

Education

• Juris Doctor (J.D.) degree

Certifications

• Admitted to practice law in California

Skills

• Strong legal research and analytical skills
• Proficiency in drafting and reviewing legal documents
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and meet deadlines

Benefits

• Vacation and sick time
• Medical and dental insurance
• Healthcare/dependent care flexible spending accounts (FSA)
• Life and disability insurance
• 401(k) plan and profit-sharing contributions

The principal law office is located in California. Practice areas are far-reaching. The law practice started over sixty years ago. There are four key practice areas. Disciplines include business-real estate group, civil litigation group, employment-labor group and estate planning group. The legal practice staffs twenty-one professional attorneys and a competent support team.