Trust and Estate Administration Associate Attorney Job in Santa Ana, CA Near Me - 233300 | BCGSearch.com

Trust and Estate Administration Associate Attorney

Type Full-Time

Location California - Santa Ana

Job ID IK28233300

Experience Level Midlevel Associate

Job Experience Min. 3 - Max. 8 Years

Ranking 3 : Mostly Business $$$

Estimated Salary Lower than Highest Salary Band in Market (Varies by Firm)

Practice Areas Trusts and EstatesEstate & Tax PlanningLitigation - Trusts & Estates - DefenseLitigation - Trusts & Estates - PlaintiffsTrusts and Estates - General

2021-12-26 12:40:55

Santa Ana office of a BCG Attorney Search Top Ranked Law Firm seeks trust and estate administration associate attorney with 3+ years of experience. The candidate will be responsible for administering wills and trusts; preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts; gathering, inventorying, identifying, and valuing of assets; distribution, allocation and funding of sub-trusts; drafting court documents (such as 850 petitions and 17200 petitions); legal research; and communicating with clients, staff, and attorneys. Will be serving in the preparation and review of accounts and review of estate tax returns, and review of federal and state fiduciary income tax returns. Conduct legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutes. Engage in direct communications via telephone and e-mail with attorneys, staff, and clients. Engage in litigation related events including but not limited to depositions, conferences, and hearings. Properly track and record time billed on claim-related tasks, reaching monthly goal following initial training period. Administer guardianship and probate matters from filing to discharge including use of restricted depository accounts and creation of accountings. Should have experience with trusts and other estate planning documents. Must be well versed in general trust and estate accounts, conservatorships, as well as the entire administration process. Must be admitted to practice in the State of California. An LL.M. degree in Tax or Estate Planning is a plus.

The candidate should have a strong academic record and excellent writing skills. Must have excellent organization, computer skills, and math. Must be detail-oriented, able to work directly with clients, a self-starter who is able to meet deadlines and works well both independently and as part of a team. Should have JD degree. The firm offers: Health savings account, health insurance, dental insurance, 401(k), flexible spending account, paid time off, parental leave, employee assistance program, vision insurance, employee discount, professional development assistance, flexible schedule, referral program, food provided, retirement plan.

This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

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