Trust Administration Lawyer

3 days ago


San Diego, California, United States Battaglia & DeKoning Full time
About Our Firm

Battaglia & DeKoning is a respected law firm dedicated to providing exceptional legal services in Conservatorships, Estate Planning, and Trust Administration. We value our attorneys' growth and offer opportunities for professional development.

Job Overview:

We are looking for a talented Trust Administration Lawyer to join our team. The successful candidate will have expertise in Trust Administration, Estate Planning, and Conservatorships, as well as excellent analytical and problem-solving skills.

Responsibilities:

  • Manage Trust Administration and Estate Planning matters from start to finish with expertise and autonomy
  • Communicate effectively with clients to identify their legal needs and concerns
  • Draft comprehensive estate plans, including Revocable Living Trusts, Special Needs Trusts, Wills, Durable Powers of Attorney, Health Care Directives, and property transfer documents
  • Participate in business social activities and presentations that generate new clients and/or more legal work for the firm

Requirements:

  • Licensed to practice in California; Good standing with the State Bar
  • Demonstrated client relationship skills, including the ability to lead in-person client meetings
  • Ability to conduct legal research, analyze case law, and stay up-to-date with changing laws
  • Excellent written and verbal communication skills
  • Typing proficiency of 50+ wpm
  • Highly organized with strong attention to detail
  • Proficient with Microsoft Office applications
  • Strong work ethic

Compensation: $130,000 - $160,000 per annum, commensurate with qualifications and experience.

Benefits:

  • Health insurance
  • Paid Time Off
  • Paid Sick Time
  • Paid Holidays
  • Paid bar dues and memberships in legal organizations
  • Supportive and collaborative work environment
  • Continuing legal education support
  • Retirement plan option through CalSavers


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