Estate Planning Associate Attorney

BCG Attorney Search

Santa Barbara, CA

JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Attorney, Communication Skills, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Estate Planning, Healthcare, Insurance, Interpersonal Skills, Legal, Legal Documents, Legal Research, Loss Prevention, Maintain Compliance, Multitasking, Presentation/Verbal Skills, Probate, Regulations, Regulatory Compliance, Requirements Management, Research Skills, Sales Management, Tax Planning, Tax Regulations, Team Player, Time Management, Writing Skills
LOCATION
Santa Barbara, CA
POSTED
Today

Job Overview Law firm seeks an Estate Planning Associate with 0 to 3 years of experience to join their team in Santa Barbara, CA. The role involves working on sophisticated estate plans, conservatorships, probate, and trust administrations, offering a unique opportunity for professional growth and client engagement.Duties Collaborate with attorneys and paralegals to deliver comprehensive estate planning solutions.Draft and review legal documents, ensuring accuracy and compliance with laws.Prepare and file various petitions and manage client matters through conclusion.Conduct legal research to stay updated on estate planning laws and regulations.Assist with trust and estate administration, including asset distribution and tax filings.Develop estate plans tailored to clients' needs, considering tax implications and asset protection.Conduct client meetings to assess estate planning requirements and offer advice.Maintain client confidentiality and adhere to ethical standards.Requirements Juris Doctor (J.D.) degree from an accredited law school.Admitted to practice law in California and in good standing.Knowledge of California estate planning laws and tax implications.Experience in estate planning, including wills, trusts, and probate matters.Conservatorship experience preferred.Excellent communication skills, both verbal and written.Detail-oriented and proficient in drafting legal documents.Ability to handle multiple client matters and meet deadlines.Team player with strong interpersonal skills.High level of professionalism and commitment to client service.Ability to meet billable hour expectations.Must work in-person at the Santa Barbara office.Skills Strong legal research and analytical skills.Proficiency in drafting and reviewing legal documents.Excellent communication and interpersonal skills.Ability to manage multiple tasks and meet deadlines.Benefits Vacation and sick time.Medical and dental insurance.Healthcare/dependent care flexible spending accounts (FSA).Life and disability insurance.401(k) plan and profit-sharing contributions.#J-18808-Ljbffr

About the Company

B

BCG Attorney Search