Trust and Estate Attorney
BCG Attorney Search
Job Overview A law firm seeks a Trust and Estate Attorney to join their practice in Santa Rosa, CA. The role involves providing comprehensive legal services in estate planning, tax planning, trust administration, and probate. Duties Develop and implement comprehensive estate plans, including drafting wills, trusts, and powers of attorney. Advise on tax-efficient strategies for wealth transfer, including gift and estate tax planning. Guide beneficiaries and trustees on trust administration, ensuring compliance and managing assets. Assist clients through the probate process, managing estate assets and distributing to beneficiaries. Build and maintain strong client relationships, offering tailored legal advice and support. Requirements License to practice law in California with no record of discipline. 1-6 years of experience in Trusts and Estates in California. Knowledge or willingness to learn related business and real property issues, and tax expertise. Excellent writing, communication, and technical skills. Ability to work independently and collaboratively. Interest in living in Sonoma County preferred. Education Juris Doctor (JD) degree. Certifications: California Bar License. Skills Superior analytical, drafting, writing, and research skills. Strong communication and interpersonal skills. Benefits Tuition reimbursement for MCLE required courses. 401(k) with employer contributions. Medical, vision, dental, and life insurance. Paid time off for vacation and sick leave. Hybrid work environment. Firm-provided iPhone, iPad, and laptop. #J-18808-Ljbffr
$112.5k - $150k
...Key Responsibilities Estate Planning: Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives. Tax Planning: Provide advice on tax‑efficient strategies for wealth transfer, including gift...Suggested$40 - $45 per hour
100% REMOTE Contract to Hire Entry Level Attorney / Associate Attorney Needed for Growing Firm! This Jobot Consulting Job is hosted by: Reed Kellick Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $40 - $45 per hour...SuggestedHourly payPermanent employmentContract workLocal areaRemote workWork from home$110k - $175k
...Position Title: Civil Litigation Attorney This position offers an opportunity for a Civil Litigation Attorney to engage in meaningful legal work across various cases, including habitability and sexual assault. The role demands a commitment to excellence and collaboration...Suggested$160k - $220k
Family Law Attorney - Boutique Hybrid Firm Based in Santa Rosa, CA with three offices across the region, this fully‑remote hybrid practice is ranked among the top family law firms in the area. Salary: $160,000 - $220,000 per year. Why Join Us? Meaningful work with high...SuggestedLocal areaRemote workFlexible hours$120k - $175k
...Job Description Job Description Associate Attorney — Litigation Perry, Johnson, Anderson, Miller & Moskowitz, LLP Santa Rosa... ...collaborative team on a broad range of civil litigation including trust and probate matters. This is a hands-on role offering immediate...SuggestedImmediate startFlexible hours- ...Job Description Job Description Our client is seeking a Litigation Attorney with 2+ years of experience to join their growing civil litigation and trust & probate practice. Roles & Responsibilities: Conduct legal research and draft pleadings, motions, and legal...Permanent employmentContract workFlexible hours
$107.5k - $185k
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Associate Attorney Full Time Santa Rosa, CA, US 30+ days ago Requisition ID: 1004 Salary Range: $107,500.00 To $185,000.00 Annually Hanna Brophy...Full timeWork at office$19.5 per hour
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- ...Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and...Hourly payTemporary workWork at officeLocal area
$70k - $90k
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun ...Work at office
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