Estate Planning/Probate Associate Attorney Job in San Mateo, CA - 213444 | BCGSearch.com

Estate Planning/Probate Associate Attorney

Type Full-Time

Location California - San Mateo

Job ID T67W213444

Skills Trusts and Estates

2021-06-11 10:18:18

San Mateo office of a BCG Attorney Search Top Ranked Law Firm seeks estate planning/probate associate attorney with 2-5 years of experience. The candidate will prepare estate plans for clients of modest to sizeable estates. Will counsel and advise client handling trust administration and probates. Work with CPAs, financial advisors if needed for trust administration and probate matters. Must be knowledgeable of the current property tax rules passed from the California Board of Equalization. Some experience in corporate law is a plus. Must be an active member of the California Bar in good standing. Must be proficient with computing skills including MS Office software (Word, Excel, PowerPoint, Outlook, Drobox, Zoom). Should also be comfortable with math and the usage of excel to create distribution plans for trust or probate administrations.

The candidate must be hard-working with a strong work ethic and is motivated to bring in own business. Must cultivate trust with clients and can engage in teamwork within the office. Display attention to details, excellent advocacy, analytical and writing skills. Should be able to handle stressful situations calmly and logically with clients, keeping the big picture in mind while counseling clients. Reliable, excellent time management skills; good people skills essential. Must be comfortable with reviewing tax returns and estate tax returns. Must have excellent writing, strong interpersonal and communication skills.

This law firm provides high quality legal services to families and businesses. Their areas of practice include business law, real estate, litigation, employment law, intellectual property, transportation law, and estate planning. The firm is located in California.

Your information will not be forwarded to any employers at this time. A recruiter will contact you with more information once our internal review of your resume is completed.

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