Estate Planning Attorney
2 days ago
Tresp Law, APC, a prestigious law firm, is seeking a skilled estate planning attorney to join our team in Solana Beach, California. This is an excellent opportunity to establish a long-term career with a clear path to partnership and to play a key role in our continued growth.
We offer a competitive base salary, excellent benefits, and an aggressive bonus plan with no caps and frequent payouts. Our attorneys have access to the industry's best research and drafting tools, outstanding marketing, a superb support staff, and a collaborative environment in which to grow your legal career.
Key Responsibilities:
- Client Consultation: Assess clients' situations, goals, and concerns through detailed consultations while maintaining a high closing rate.
- Professional Collaboration: Collaborate with fellow firm attorneys and support staff, financial advisors, accountants, and other professionals to advance the legal interests of clients.
- Drafting: Analyze, advise, draft, and revise a wide array of estate planning documents, including wills, various trusts, and ancillary documents.
- Client Education & Communication: Explain complex legal concepts and provisions of the estate plan to clients in a clear, concise manner. Maintain regular communication with clients to provide updates and manage expectations regarding potential outcomes.
- Continuous Legal Research: Stay ahead of probate and tax laws, and advanced planning and trust techniques.
- Court Representation: Represent clients in the Probate division of the California Civil Court and related civil matters.
What We Offer:
- Competitive Compensation: Salary commensurate with experience + no cap bonuses.
- Collaborative Environment: We pride ourselves on our tight-knit, supportive teams that collaborate on all cases.
- Growth Opportunities: Clear path to partnership for driven and successful team members.
- Comprehensive Benefits: Medical, dental, vision, and 401k with matching.
Requirements:
- Experienced Estate Planner: Minimum of 3 years of experience in estate planning, trust administration, and probate administration.
- Licensed in California: Must be currently licensed to practice law in California. Licenses in Nevada, Wyoming, Arizona, Texas, or Florida are a plus.
- Client-Focused: Ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions.
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