Brief Job Description:
Successful applicant will be an associate in the Estate Planning, Probate, and Trust Administration department of the Firm. Position includes supporting senior attorneys in complex matters, directing, assisting, and mentoring junior attorneys, and handling their own estate planning practice. Senior attorneys include three California Bar Certified Specialists in Estate Planning, Trusts, and Probate Law, as well as the Department Head and two other attorneys who practice in these areas. Successful applicant will be required, from time to time, to assist the litigation department in disputes surrounding their area of law, though this is not a litigation position. Further, applicant will routinely be requested to provide support and information dealing with their area of expertise to the other practice areas of the Firm, specifically including business, non-profit, tax and international departments. Senior Attorney’s practice areas include ultra-high net worth estate planning, complex trust administration, business succession, international planning, interstate planning, asset protection, charitable giving, disability planning and trust disputes/litigation. Strong drafting, problem solving, research, and negotiation skills are required.
Position will primarily be in the Sacramento location, but successful applicants will be considered for Roseville as well as remote work or a hybrid.
About the Firm:
We are a thirteen attorney law firm specializing in Trusts, Wills, and Estate Planning; Trust Administration and Probate; General Business Law, Formations, Mergers, Acquisitions; Business Succession; Tax Law; International Law; Intellectual Property Law; Real Estate Law; Employment Law; Probate, Trust and Fiduciary Litigation; and General Business Litigation. We have two locations: Our Sacramento office is located at 400 Capitol Mall in the Wells Fargo Building, on the 18th Floor. Our Roseville office is located on Douglas Blvd, near Sierra College Blvd. We also maintain a satellite office in San Francisco.
Requirements of Position:
I. Must be a member in good standing with the California State Bar having at least three (3) years of legal experience and with at least one year of Estate Planning, Trust Administration, Tax Planning and Probate experience preferably in California and experience with advanced estate planning.
II. Having an LL.M in Tax or Estate Planning and/or specialization in Estate Planning techniques is highly desired.
III. Must have superior client communication, writing, research, computer and organizational skills.
IV. Must be a highly motivated, professional team player with the desire to develop and grow the department, including experience in marketing and working with channel partners.
V. Comfort and competency with computers. Proficiency with Microsoft Word, Excel, and Outlook mandatory. Experience with Lexis practice management programs (Time Matters and/or Practice Advantage), Worldox and Wealth Counsel is a strong plus. Candidate must be able to handle a heavily computerized environment and be comfortable working with: word processing programs; e-mail programs; case and file management software; and office-wide calendaring and coordination software.