- Communicate with clients to identify legal needs and concerns
- Independently manage Conservatorship and Estate Planning matters from start to finish
- Prepare Petitions and other court-related documents
- Make court appearances
- Advise clients on issues regarding Conservatorships, Estate Planning and Public Benefits Planning
- Draft comprehensive estate plans, including Revocable Living Trusts, Special Needs Trusts, Wills,
- Participate in business social activities and presentations that generate new clients and/or more
- Perform administrative functions related to case management
- Licensed to practice in California; Good standing with the State Bar
- Demonstrated client relationship skills including the ability to lead in-person client meetings
- Ability to conduct legal research, analyze case law, and stay up-to-date with changing laws
- Excellent written and verbal communication skills
- Typing proficiency of 50+ wpm
- Highly organized with strong attention to detail
- Proficient with Microsoft Office applications
- Strong work ethic
- Experience with Conservatorships, Estate Planning, Trust Administration, Probate, Special Needs
- Experience with AbacusLaw software
- Experience with Lawgic software
- Health insurance
- Paid Time Off
- Paid Sick Time
- Paid Holidays
- Paid bar dues and memberships in legal organizations
- Supportive and collaborative work environment
- Continuing legal education support
- Retirement plan option through CalSavers
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Associate Attorney - San Diego, United States - Battaglia & DeKoning
Description
Job Description
Job DescriptionTrusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We are looking for a self-motivated attorney to join our firm. This position will focus on matters related to Conservatorships, Estate Planning, Public Benefits Planning, and Estate Administration.
The ideal candidate will have knowledge and experience with Conservatorships, can work autonomously, and is seeking an integral role with opportunities to grow with the firm.
Primary Responsibilities:
Minimum Qualifications:
Compensation:
Salary commensurate with qualifications and experience.
Work Location:
In office
Benefits:
To apply:
Please submit your resume and a custom cover letter telling us about yourself and why this would be a good position for you.
All inquiries will be kept confidential. Resumes and cover letters should be submitted through the website.