Description:

Responsibilities include, but are not limited to, meeting with clients to discuss and establish or amend trusts, wills, powers of attorney, health care directives, etc. advise clients regarding retirement plans, and charitable giving. Responsibilities also include directing the administration process by facilitating and administering trusts after the death of a grantor, probate of decedents estates, and establishing conservatorships. Additionally, candidates will oversee and mentor paralegals and legal assistants.

Qualifications:
  • License to practice law in California
  • Kind: We are looking for someone who practices kindness in all their dealings. If you do not lead with kindness, please do not apply.
  • Accountable: We are a goal-oriented firm and strive to better each other through setting goals and holding each other accountable.
  • Smart: We value common sense. We are seeking someone who works smart and knows how to deal effectively with others.
  • Hungry: We are looking for team members who are self-motivated, always striving to do more, and who are interested in constantly learning new things.
  • 3+ years in estate planning and/or estate administration and probate required