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We are looking for a dedicated Attorney to join a respected and established Trusts & Estates group in Roseville, California. This role focuses on estate planning, trust administration, and probate for high-net-worth individuals, families, and privately held businesses. The ideal candidate will have a passion for wealth preservation and tax planning, with a client-centered approach to legal services. This role offers competitive compensation based on experience + a comprehensive benefits package.
Job Responsibility:
Draft and review estate planning documents, including wills, revocable living trusts, and powers of attorney
Assist in creating advanced planning structures like irrevocable grantor trusts and retained interest trusts under partner supervision
Manage trust administration and probate matters, including asset distribution and preparation of court filings
Collaborate with clients’ advisors, such as CPAs and financial planners, to address tax and business succession issues
Conduct legal research and prepare detailed analyses on estate planning, tax, and property tax matters
Communicate complex legal concepts clearly to clients, ensuring they understand all aspects of their estate plans
Ensure compliance with deadlines and legal requirements in all matters handled
Provide high-quality legal counsel while maintaining professionalism and discretion
Participate in team discussions to develop strategies for complex cases
Stay updated on changes in estate planning and tax laws to provide informed advice
Requirements:
Juris Doctor (J.D.) degree from an accredited law school and active membership with the State Bar of California
At least 3 years of experience in estate planning, trust administration, probate, or related tax issues preferred
Ability to manage multiple cases independently while meeting deadlines
Strong drafting skills with attention to detail in all legal documentation
Excellent verbal and written communication skills, capable of simplifying complex legal concepts for clients
Commitment to providing exceptional client service and building trusted relationships
Strong attention to detail and sound judgment suitable for working with high-net-worth individuals and family-owned businesses
Familiarity with tax issues related to estate planning, including estate, gift, and income taxes
What we offer:
health insurance
paid time off
retirement benefit
medical, vision, dental, and life and disability insurance