Trust & Estate Planning and Administration Attorney
$150k - $200kEverforth, Cybercoders
Job Description
Job Description
Trust & Estate Planning and Administration Attorney
Job Title: Trust & Estate Planning and Administration Attorney
Job Location: We have offices in San Jose, CA & Morgan Hill, CA, but are open to strong remote candidates
Compensation: $150K - $200K base, depending on experience, plus bonus and equity partnership track!
Requirements: Estate Planning, Trust Administration, Probate Administration, California-Licensed Attorney
We are seeking a skilled Trust & Estate Planning and Administration Attorney to join our team on a partnership track. This role focuses on providing comprehensive estate planning and trust administration services to high-net-worth clients, ensuring that their financial and personal interests are protected and effectively managed. Key Responsibilities
- Provide expert legal advice on estate planning, including drafting wills, trusts, and other related documents.
- Administer trusts and estates, ensuring compliance with applicable laws and regulations.
- Guide clients through the probate process, offering support and advice to navigate legal complexities.
- Develop and maintain strong client relationships, ensuring high levels of client satisfaction and trust.
- Collaborate with financial advisors and other professionals to create cohesive estate plans that meet clients' needs.
- Stay updated on legal developments and trends in trust and estate law to provide the best service to clients.
Qualifications
- Juris Doctor (JD) degree from an accredited law school.
- Active member of the California Bar Association.
- 3+ years of experience in trust and estate planning, trust administration, and probate administration.
- Demonstrated ability to work with high-net-worth clients and address their unique needs.
- Strong client-facing skills and the ability to build long-term relationships.
- Excellent analytical, communication, and organizational skills.
Benefits
- Health Insurance
- 401K w/ matching
- PTO/Vacation
- Performance Bonuses
- Life Insurance
- Dental Insurance
- Vision Insurance
- Flexible remote working options
Salary
$150000 - $200000 USD per yearVacancy posted 2 days ago
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