Trusts and Estates Attorney
4 weeks ago
We are seeking a skilled Trusts and Estates Attorney to join our team at Beach Cities Estate Law.
About the Role
This is an exciting opportunity to work with high-net-worth clients, helping them navigate the complexities of estate and tax planning. As a Trusts and Estates Attorney, you will be responsible for providing expert advice and guidance on estate planning, probate, and trust administration.
Key Responsibilities
- Collaborate with clients and other team members to move matters toward resolution efficiently
- Contemporaneously memorialize discussions and decisions, and record your time, in our electronic case management system
- Draft high-quality, timely work product (correspondence, estate planning documents with customized provisions, court petitions, strategy recommendations, settlement agreements, etc.)
- Prepare for and lead meetings with clients and their advisors
- Represent clients at hearings and other legal proceedings
- Review client issues on legal matters, analyze available options, and diligently work to determine the best course of action
- Delegate work to paralegals and legal assistants and monitor/review their work
Requirements
- Must have worked on estate planning and probate law issues for at least 1-2 years
- 4-year degree with a legal background and J.D. degree are necessary for this position
- Candidates should be great communicators, specifically in situations when emotions and stress are high
About Us
At Beach Cities Estate Law, we pride ourselves on providing personalized, high-quality estate planning services. We focus on helping individuals and families in our community preserve their wealth and navigate the complexities of estate and tax law with confidence. Our team is dedicated, experienced, and ready to welcome a new member who shares our passion for making a difference in clients' lives.
We offer a generous benefits package including health, dental, vision, and life insurance, as well as paid time off. We also offer all team members bonus potential for performance-based results.
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