Estate Planning Attorney Job at Jobot, San Diego, CA

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  • Jobot
  • San Diego, CA

Job Description

AmLaw 200 Firm

This Jobot Job is hosted by: Katie Griffith
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $200,000 - $300,000 per year

A bit about us:

We are an AmLaw200 firm.

Why join us?

Competitive Salary
Lucrative Bonus Opportunities
Health Benefits
401k Program

Job Details

We are seeking a highly skilled and experienced Estate Planning Attorney to join our dynamic team.

This is an exceptional opportunity for an attorney who has a deep understanding and practical experience in estate planning, trust administration, and probate law.

The ideal candidate will bring experience servicing high-net worth clients and a tax background (CPA, LLM, etc.)

Responsibilities

  • Draft, review, and modify a wide range of estate planning documents, including wills, trusts, powers of attorney, and healthcare directives.
  • Manage all aspects of trust administration, including distribution of assets, preparation of trust accountings, and resolution of trust-related disputes.
  • Provide comprehensive legal advice to clients on various estate planning and wealth preservation strategies.
  • Collaborate with financial advisors, accountants, and other professionals to develop integrated estate plans.
  • Stay abreast of changes in estate planning, probate, and trust administration laws and regulations.
  • Conduct client meetings and maintain strong client relationships through regular communication and updates.
  • Represent clients in probate court proceedings, if necessary.
  • Participate in business development activities to expand the firm’s estate planning practice.
Qualifications

  • Juris Doctor (JD) degree from an accredited law school.
  • Admitted to practice law in the state of CA or DC.
  • A minimum of five years of experience in estate planning and trust administration.
  • Demonstrated expertise in drafting complex estate planning documents.
  • Strong knowledge of federal and state laws and regulations related to estate planning, probate, and trust administration.
  • Exceptional interpersonal and communication skills, with the ability to explain complex legal concepts to clients in a clear and concise manner.
  • High level of professionalism and ethical standards.
  • Bilingual in Spanish is preferred.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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