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Job Description
A growing trusts and estates practice is seeking an Estate Planning Associate Attorney to join the team on a contract-to-hire basis, with conversion based on performance and fit. This opportunity offers substantial client exposure, hands-on responsibility, and the ability to work closely with experienced practitioners handling sophisticated estate planning and administration matters.
The firm strongly prefers candidates who can be present in the Walnut Creek office 1-2 days per week to foster collaboration and mentorship. However, fully remote arrangements will be considered for particularly strong candidates with demonstrated estate planning and estate administration experience.
This is an excellent opportunity for an attorney who enjoys client interaction, takes ownership of their work, communicates openly, and is looking to continue growing within a supportive and collaborative environment.
Responsibilities:
Draft and review estate planning documents, including: revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, transfer and funding documentsIndependently manage estate planning matters from client intake through executionCounsel individuals and families on estate planning objectives, wealth transfer strategies, incapacity planning, and trust structuresHandle trust administration matters, including asset identification and valuation, preparation of beneficiary notices, coordination of trust distributions, communication with trustees and beneficiaries, and review and preparation of accountingsAssist with probate administration and court filings as neededWork directly with clients to gather information, explain legal options, and guide them through the planning and administration processConduct legal research related to trusts, estates, probate, and tax-related issuesCollaborate with attorneys, paralegals, and support staff to move matters efficiently and provide exceptional client serviceMaintain organized files, manage deadlines, and handle multiple matters simultaneously