Estate Planning and Administration Associate Attorney

Rincon Search • Walnut Creek, CA

1d

About The Position

Busy boutique law firm specializing in Estate Planning and Administration is seeking an experienced attorney to join their team. The associate attorney will be responsible for both production and project management of all aspects of estate planning, probate, trust administration and non-probate transfer matters.

Requirements

• Experienced attorney
• Experience in estate planning and administration
• Experience in probate
• Experience in trust administration
• Experience in non-probate transfer matters
• Ability to draft revocable living trusts and complex estate plans
• Ability to draft medical asset protection trusts
• Ability to draft retirement trusts
• Ability to draft irrevocable life insurance trusts
• Ability to draft testamentary charitable leading annuity trusts
• Ability to draft trust-related petitions, motions, and declarations
• Ability to prepare probate and trust accountings
• Ability to customize and proofread software-generated/template documents

Responsibilities

• Supervision of other team members to assist with complicated matters and to ensure efficiency, promptness and high quality work
• Client interaction to answer questions, explain procedures, meeting with clients to determine clients’ needs and to plan and strategize with and for clients
• Attend probate court hearings, and communicate with probate examiners as needed
• Drafting revocable living trusts and complex estate plans including medical asset protection trusts, retirement trusts, irrevocable life insurance trusts, and testamentary charitable leading annuity trusts that are particular and customized to each client's needs
• Drafting trust-related petitions, motions, and declarations regarding a variety of probate and trust matters including petitions to modify and/or terminate trusts, and petitions to create joint estate plan when one spouse is deemed incapacitated
• Prepare probate and trust accountings
• Customizing and proofreading software-generated/template documents
• Assist with or complete internal projects designed to enhance the firm’s communication, systemization, productivity, and work product quality.

What This Job Offers

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