- Handle complex estate planning matters, including drafting wills, trusts, and other estate planning documents tailored to client's unique needs and objectives.
- Manage trust administration and probate cases, ensuring compliance with California laws and regulations. Provide strategic guidance and support to other attorneys and paralegals on the team conduct legal research and stay current on developments in estate planning and probate law.
- Collaborate with clients, financial advisors, and other professionals to develop comprehensive estate plans.
- Represent clients in court proceedings and negotiations as needed.
- Maintain accurate and detailed case records and documentation.
- Guide our clients through our process with the support of your fellow team members who are each uniquely assigned a role to make your job easier and ensure a five-star client experience
- Minimum of 10 years of experience practicing estate planning law, with a focus on trust administration and probate matters.
- Strong knowledge of California probate code, trust law, and estate tax laws.
- Excellent communication and interpersonal skills, with the ability to effectively counsel clients and collaborate with colleagues.
- Demonstrated leadership abilities and experience providing guidance and mentorship to junior attorneys and paralegals.
- Detail-oriented with strong organizational and time management skills.
- A team spirit where you will be looking for ways to support and encourage your colleagues like they will do for you.
- A commitment to ensuring a 5-star experience for our clients who feel like we are an extended family who will be there for them today and in the years to come.
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Advanced Trust Estate Planning Attorney - Newport Beach, United States - Meier Law Firm
4 weeks ago
Description
Are you an advanced estate planning lawyer wanting to work with talented colleagues and appreciative clients in beautiful Newport Beach?
Welcome to the Meier Law Firm. We get that you are a rare find. Not many estate planning lawyers can do what you do
We get that joining a new firm is a big decision. You probably want to maintain your autonomy and flexibility while having the right infrastructure and team support necessary to deliver your best work and enjoy your personal life without feeling like everything is on you. Imagine getting to do the work you love, with people you genuinely like, for clients who truly appreciate you These are just a few things the Meier Law Firm has to offer
Compensation:$135,000-$175,000 yearly
Responsibilities:The Meier Law Firm is a Newport Beach estate planning law firm located in Fashion Island that helps California families at every stage of life prepare for and navigate major life events with compassion and care.
Our services include general estate planning, advanced tax planning, asset protection, elder law, special needs/limited conservatorships, probate, and trust administration. We do not provide litigation services.
We have 18 invaluable team members who are intrinsically involved in our operations, growth, and success. Our internal infrastructure is well-built, which helps ensure all our clients have a five-star experience with us. We are very active in the community and consistently grow each year in the number of families we serve.
Click here to see a video from our founder