Trust and Estates Attorney
BCG Attorney Search
Job Overview A law firm seeks a Trust and Estates Attorney in Monterey, CA. The role involves joining an expanding Estate Planning practice dedicated to providing thoughtful planning, fostering long-term client relationships, and delivering high-quality legal work. Duties Advise clients on comprehensive estate planning strategies. Draft wills, trusts, powers of attorney, and healthcare directives. Counsel on trust administration, asset protection, and tax-efficient planning. Collaborate on complex planning matters. Handle or assist with probate and trust litigation matters as they arise. Maintain and grow client relationships. Transition or build a book of business. Requirements Active California Bar license. 3+ years of estate planning experience preferred. Existing book of business a strong plus. Strong drafting, analytical, and communication skills. Education Juris Doctor (JD) degree. Certifications California Bar license. Skills Excellent drafting and analytical skills. Strong communication abilities. Proficiency in estate planning strategies. Benefits Hybrid work option considered after introductory period. #J-18808-Ljbffr BCG Attorney Search
$120k - $225k
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$25 - $44 per hour
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Do you have financial planning experience and want to advance your career with an industry‑leading firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate , you will provide dedicated...Hourly payFull timeHome office
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