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Trust Estates Attorney
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Trust Estates Attorn....
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Trust Estates Attorney

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1 Vacancy
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Job Location

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New - USA

Monthly Salary

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Not Disclosed

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Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Req ID : 2705955

**Location of office is Newport Beach CA.**

Why employees love working here:

  • Excellent small firm culture

  • Performancedriven salary increases and bonuses accompanied by a welldefined career advancement trajectory.

  • Exciting new office with excellent view

  • Competitive benefits and compensation

Responsibilities:

  • Estate Planning: Create customized estate plans including wills and trusts to meet client objectives.

  • Asset Protection: Advise clients on preserving and safeguarding assets while minimizing tax implications.

  • Trust Administration: Manage trust assets and ensure compliance with legal requirements.

  • Probate Assistance: Guide clients through the probate process. Special needs probate experience is a plus

  • Tax Planning: Develop strategies to reduce estate and inheritance tax liabilities.

  • Legal Research: Stay current on California trust and estate laws.

Qualifications:

  • JD degree and California State Bar membership.

  • 4 years of trust and estate planning experience.

  • Strong knowledge of California trust and estate laws.

  • Excellent communication and organizational skills.

  • Clientfocused and detailoriented.

In this role youll help clients secure their financial legacies ensuring their estate plans align with their goals and wishes. No litigation involved.

Job Type: Fulltime

Salary: $130000.00 $192000.00 per year

Benefits:

  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Health insurance

  • Life insurance

  • Paid time off

  • Vision insurance

Schedule:

  • 8 hour shift

  • Monday to Friday

Experience:

  • Wills trusts & estate law: 3 years (Required)

License/Certification:

  • Bar (Required)

Work Location: In person

Employment Type

Full Time

Company Industry

About Company

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