Trust & Estate Attorney

CA - Westlake Village
Pay Rate: $130000 - $150000 per year

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We are looking to add an associate attorney to a growing firm in Westlake Village, CA. Our ideal candidate is an attorney with 2 to 4 years. Meet with prospective and returning clients for consultations; analyze estate to prepare appropriate estate plan; Ensure that legal documents are appropriately drafted to meet the planning needs and recommendations for clients. The Attorney will be in office 5 days a week.

Responsibilities:

Draft and review estate planning documents, including wills, trusts, and powers of attorney.

Advise clients on estate planning strategies, tax implications, and asset protection.

Conduct client meetings to understand their goals and provide tailored legal solutions.

Collaborate with other attorneys and professionals, such as financial advisors and accountants, to ensure comprehensive client care.

Stay current with changes in estate planning laws and regulations.

Represent clients in probate and estate administration matters as needed.

Education/Training:

Licensed attorney by California State Bar; State Bar Certified Specialist in Trust, Wills & Probate preferred; knowledge of income, gift and estate tax laws, Notary Public; 3 years minimum experience in the area of Estate Planning to start; Additional on-going courses and continuing education programs in the area of Estate Planning. Prefer Advance Planning experience.


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