Estate Planning Associate

Jobot

Ventura, CA

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JOB DETAILS

SKILLS

Analysis Skills, Attorney, Communication Skills, Consulting, Customer Support/Service, Estate Planning, Interpersonal Skills, Legal, Legal Research, Maintain Compliance, Negotiation Skills, Regulatory Compliance, Research Skills, Strategic Planning, Team Player

LOCATION

Ventura, CA

POSTED

5 days ago

A bit about us:

Our prestigious law firm is seeking an Estate Planning Associate with a strong background in trust administration, wills, and estate planning. This position offers an exceptional opportunity to work with a team of experienced legal professionals and manage a diverse portfolio of clients. The successful candidate will have a minimum of 5 years of experience in the legal field, specifically in estate planning and trust administration. This role demands a high degree of professionalism, excellent communication skills, and a commitment to providing top-tier legal services to our clients.

Why join us?

Responsibilities:

1. Provide comprehensive estate planning services to clients, including drafting wills, trusts, powers of attorney, and other related documents.
2. Manage all aspects of trust administration, including the preparation of trust accounts, coordinating with financial institutions, and ensuring compliance with legal and tax requirements.
3. Conduct legal research and analysis related to estate planning and trust administration.
4. Collaborate with the legal team to develop and implement effective estate planning strategies.
5. Consult with clients to understand their estate planning needs and objectives, providing expert advice and guidance.

Job Details

Qualifications:

1. Juris Doctor (JD) degree from an accredited law school.
2. A minimum of 5 years of experience in estate planning and trust administration.
3. Licensed to practice law in California
4. Proven track record of drafting wills, trusts, and other estate planning documents.
5. Excellent communication, negotiation, and interpersonal skills.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

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COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

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