Estate Planning Attorney

2 days ago


California USA, United States Tresp Law, APC Full time
Dynamic Estate Planning Attorney Wanted

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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