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Location
Anaheim, CA | United States
Job description
Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view.
**Location of office is Newport Beach, CA.**
Why employees love working here:
Excellent small firm culture
Performance-driven salary increases and bonuses, accompanied by a well-defined career advancement trajectory.
Exciting new office with excellent view
Competitive benefits and compensation
Responsibilities:
Estate Planning: Create customized estate plans, including wills and trusts, to meet client objectives.
Asset Protection: Advise clients on preserving and safeguarding assets while minimizing tax implications.
Trust Administration: Manage trust assets and ensure compliance with legal requirements.
Probate Assistance: Guide clients through the probate process. Special needs probate experience is a plus
Tax Planning: Develop strategies to reduce estate and inheritance tax liabilities.
Legal Research: Stay current on California trust and estate laws.
Qualifications:
JD degree and California State Bar membership.
4 years of trust and estate planning experience.
Strong knowledge of California trust and estate laws.
Excellent communication and organizational skills.
Client-focused and detail-oriented.
In this role, you'll help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes. No litigation involved.
Job Type: Full-time
Salary: $130,000.00 - $190,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Experience:
Wills, trusts, & estate law: 3 years (Required)
License/Certification:
JD degree and California State Bar membership.
4 years of trust and estate planning experience.
Strong knowledge of California trust and estate laws.
Excellent communication and organizational skills.
Client-focused and detail-oriented.
Excellent small firm culture
Performance-driven salary increases and bonuses, accompanied by a well-defined career advancement trajectory.
Exciting new office with excellent view
Competitive benefits and compensation
Salary Type : Annual Salary
Salary Min : $ 150000
Salary Max : $ 190000
Currency Type : USD
Job tags
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