Associate Attorney - Trusts & Estates

JKZ LLP • San Diego, CA

15d • Hybrid

About The Position

The Associate Attorney – Trusts & Estates supports Senior Attorneys and Partners in practice areas including estate planning, trust formation and administration, probate proceedings, fiduciary representation, asset distribution, tax-related matters, and contested trust or estate disputes. The role requires strong organizational, interpersonal and communication skills, excellent research and writing skills, and the Associate Attorney – Trusts & Estates must be able to multitask and manage a large caseload while fostering teamwork, collaboration, and a positive firm culture. This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.
JKZ employees are expected to “Think Outside the Box,” applying creativity, sound judgment, and initiative to deliver thoughtful solutions and exceptional client service. Associate Attorneys are expected to model and uphold JKZ’s mission, vision, and values in all professional interactions and to consistently produce work that meets or exceeds the JKZ Standard.

Requirements

• Active member of the State Bar of California.
• One (1) to five (5) years of recent experience in trusts & estates practice area.
• Excellent critical thinking, judgment, analytical reasoning, attention to detail, and high-level cognitive functioning.
• Ability to remain composed, strategic, and solution-oriented in high-pressure or emotionally charged situations.
• Communicates promptly, clearly, and professionally with clients, colleagues, and internal stakeholders to support efficient case progress.
• Conducts thorough legal research and drafts clear, accurate, and well-organized written work product, demonstrating strong analytical and problem-solving skills.
• Demonstrates sound judgment, reliability, and accountability in completing assigned work, meeting deadlines, and following case instructions.
• Maintains discretion and professionalism when handling sensitive client information and confidential firm matters.
• Proficiency in MS Office (Word, Excel, Outlook) and modern law firm practice management software.
• Excellent command of English, including grammar, usage, form, and style.

Nice To Haves

• Experience with NumberCruncher and law firm client management software preferred.

Responsibilities

• Legal Drafting & Advocacy
• Case Strategy & Matter Management
• Client Counseling & Communication
• Legal Research & Financial Analysis
• Court & Negotiation Work
• Participate in at least six (6) professional or business development activities annually (beyond required MCLE).
• Meet or exceed annual billable hour requirements.
• Contribute to firm growth through annual origination of at least $250,000 in new business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed