Estate Planning Associate - San Mateo, United States - McDowall Cotter

McDowall Cotter
McDowall Cotter
Verified Company
San Mateo, United States

1 week ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
working and has an excellent work ethic, but still enjoys a balanced life.

Founded in 1953, McDowall Cotter is a San Mateo based law firm that provides a common
- sense approach to legal services in the practice areas of civil litigation, as well as business and wealth preservation. The setting is a professional office in San Mateo where highways 92 and El Camino Real meet. We value company culture and have many firm activities including weekly firm lunches together to make the work environment professional, yet comfortable.

  • Charismatic, trustworthy, team player and proactive
  • Mature, responsible and someone who values personal growth
  • Able to take the big picture view and contribute to positive situation outcomes
  • High attention to details, common sense approach and need little supervision
  • Someone that will go the extra mile, a selfstarter
  • Able to handle high pressure situations
  • Willingness to work outside typical hours as necessary

Essential Functions:

  • Working with clients to design and implement estate plans ranging from simple to complex instruments
  • Working with clients and advisors to commence and complete trust administrations and probates
  • Experience with Propositions 13 and 58, including entity formation and operation, is a plus

Qualifications:

  • Must be a member of California Bar
  • Experience
    :3+ years' experience in estate planning, trust administration and probate, with Conservatorship experience preferred
  • Strong knowledge of estate tax planning and sophisticated trust planning in its various forms is expected

Skill/Aptitudes:

  • Excellent writing and communication skills
  • Proficient computing skills, especially in the use of MS Office software (Word, Excel, PowerPoint, Outlook)
  • Proficient in using TimeMatters, Gavel or other Case Management Software
  • Proficient in using Acrobat
  • Proficient in using Clio billing software
  • Proficient in using HotDocs base programs (for both Judicial Council Forms and estate planning document creation)

Total compensation:
$90, ,000
Competitive compensation salary based upon experience with performance based bonus, 1550 minimum billed hours.

Benefits include 401k plus match, profit sharing pension plan, medical benefits, supplemental dental, vision, life and disability, vacation, sick leave, and reimbursement for continuing education.

We believe in providing our employees with first-class benefits.

We are committed to creating a diverse environment and proud to be an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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