Associate Attorney

About the job

The client is a small, established law firm in Walnut Creek focusing on estate planning, estate and trust administration, probate, Medi-Cal planning and special needs planning. We are seeking a full-time associate to provide a high level of support to our clients, affiliates and our team. This position will play an important role in our growth strategy by providing exceptional customer service, a strong eye for detail, and a passion for meeting expectations. Our first priority is our clients' well-being, and we take great pride in making our planning processes pleasant, convenient and efficient. This position offers considerable opportunity in one of California's most desirable communities. Partnership track is a possibility for an outstanding candidate.

The applicant should be a member of the State Bar of California and have good educational credentials. The right candidate is someone who has strong background as an estate planning, trust administration, and probate attorney.

Essential Duties and Responsibilities:

• Primary responsibility for all aspects of client matters

• Supervision of other team members to assist with complicated legal matters and to ensure efficiency, promptness and high-quality work

• Client meetings and other interaction to determine clients’ needs, to answer questions, explain procedures, plan and strategize and solve problems

• Writing trust and estate-related documents, correspondence and petitions

• Court appearances

• Assessing cases and strategizing for optimal efficiency and client satisfaction

• Assist with special projects

• Ensure assigned files progress towards completion in a timely manner

Requirements:

• Active membership in good standing – State Bar of California

• Minimum of four years of experience as a trusts and estates attorney

• Excellent written and oral communication skills

• Strong relationship building skills

• Ability to work autonomously and as part of a team

• Outstanding organizational abilities

• Strong work ethic and high level of integrity

• Knowledge of relevant software including MS Office Suite (Outlook, Excel, Word, etc.)

• Knowledge of standard office practices and procedures

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Paid time off
• Relocation assistance
• Retirement plan
• Vision insurance

Experience:

• Trust and Estate law: 4 years (Required)

License/Certification:

• Bar (Required)

Work Location: In person