Trust and Estate Attorney

Job Overview

A law firm seeks a Trust and Estate Attorney to join their practice in Santa Rosa, CA. The role involves providing comprehensive legal services in estate planning, tax planning, trust administration, and probate.

Duties

• Develop and implement comprehensive estate plans, including drafting wills, trusts, and powers of attorney.
• Advise on tax-efficient strategies for wealth transfer, including gift and estate tax planning.
• Guide beneficiaries and trustees on trust administration, ensuring compliance and managing assets.
• Assist clients through the probate process, managing estate assets and distributing to beneficiaries.
• Build and maintain strong client relationships, offering tailored legal advice and support.

Requirements

• License to practice law in California with no record of discipline.
• 1-6 years of experience in Trusts and Estates in California.
• Knowledge or willingness to learn related business and real property issues, and tax expertise.
• Excellent writing, communication, and technical skills.
• Ability to work independently and collaboratively.
• Interest in living in Sonoma County preferred.

Education

• Juris Doctor (JD) degree.

Certifications

• California Bar License.

Skills

• Superior analytical, drafting, writing, and research skills.
• Strong communication and interpersonal skills.

Benefits

• Tuition reimbursement for MCLE required courses.
• 401(k) with employer contributions.
• Medical, vision, dental, and life insurance.
• Paid time off for vacation and sick leave.
• Hybrid work environment.
• Firm-provided iPhone, iPad, and laptop.

This firm has two law offices that are located in California. Areas of concentration include litigation, business law and tax-estate matters. The firm began ten years ago. Eleven skilled attorneys are employed at the law practice. There are six main practice areas. Banking law, business law and estate planning are a few of their practice disciplines. Its attorneys were named in a top law publication.