Estate Planning Attorney. Job in Laguna Beach WestCoast-Jobs - Orion Placement

Description

Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional view.

Location of office is Newport Beach, CA.

Why employees love working here:
Excellent small firm culture
Performance-driven salary increases and bonuses, accompanied by a well-defined 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.
Client-focused and detail-oriented.

In this role, you'll help clients secure their financial legacies, ensuring their estate plans align with their goals and wishes.

No litigation involved.


Job Type:
Full-time


Pay:
$130, $192,000.00 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)


Ability to Relocate:

Laguna Beach, CA:
Relocate before starting work (Required)


Work Location:
In person