Trust and Estate Planning Specialist
4 weeks ago
Our company offers a unique opportunity to work in a dynamic and performance-driven environment. We prioritize our employees' growth and well-being, providing a competitive benefits package and a clear career advancement trajectory.
Responsibilities:
As a Trust and Estate Attorney, you will be responsible for creating customized estate plans, including wills and trusts, to meet client objectives. You will also advise clients on preserving and safeguarding assets while minimizing tax implications. Additionally, you will manage trust assets and ensure compliance with legal requirements, guide clients through the probate process, and develop strategies to reduce estate and inheritance tax liabilities. You will stay current on California trust and estate laws and help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes.
Requirements:
A JD degree and California State Bar membership are required. You should have 4 years of trust and estate planning experience and strong knowledge of California trust and estate laws. You will work an 8-hour shift, Monday to Friday, and enjoy a competitive salary of $130,000.00 - $190,000.00 per year, as well as benefits such as 401(k), 401(k) matching, dental insurance, health insurance, life insurance, paid time off, and vision insurance.
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Estate Planning
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Estate Planning Paralegal Specialist
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