Trusts And Estates Associate Attorney

A law firm in Santa Rosa, CA, is seeking a Trusts and Estates Associate Attorney to provide expert legal counsel in the field of estate planning, trust administration, and related matters. The successful candidate will be responsible for advising clients, drafting legal documents, and representing them in various legal proceedings while building and maintaining strong client relationships.

Duties:

• Meet with existing and new clients to assess and address their estate planning needs.
• Advise clients on advanced estate planning strategies, including structuring complex gift, estate, and tax plans, family succession plans, and trust administrations.
• Draft and review estate planning documents to ensure legal compliance and alignment with client goals.
• Assist with probates and trust administration, guiding clients through the process and resolving legal issues.
• Represent clients in court proceedings and negotiate with opposing counsel to protect their interests.
• Cultivate and maintain relationships with clients and other legal professionals, fostering a network in the legal industry.

Requirements:

• Juris Doctor (JD) degree from an accredited law school.
• Admission to the California Bar.
• Minimum of 1 year of experience in California trust and estate law.
• Strong analytical and problem-solving skills to navigate complex legal issues.
• Exceptional writing and verbal communication skills to effectively interact with clients and colleagues.
• Ability to work both independently and collaboratively as part of a legal team.
• Familiarity with case management software, such as Clio, Practice Panther, and Hightail, is a plus.
• Proficiency with Microsoft Office tools (Word, Excel, Access), Outlook, and Adobe software.
• A passion for learning and a willingness to tackle challenging legal matters.
• Excellent teamwork skills and the ability to thrive in a collaborative work environment.
• Ability to work on-site at the law firm's location.
• Demonstrated capacity to handle confidential matters with the utmost discretion.

Job Location: Santa Rosa, CA

Benefits offered: The firm provides a comprehensive benefits package, including health, dental, and vision insurance, income disability insurance coverage, and a 401(k) plan, to support the well-being and financial security of its employees.

Founded about three decades ago, this AV-rated California-based law firm handles a wide range of issues related to real estate law, litigation, estate planning law, taxation, and employment law. It is comprised of a team of veteran attorneys and professional support staff. The firm's attorneys are committed to community service and are actively involved in charitable programs with a variety of nonprofit organizations throughout the year.