Trust & Estate Associate Attorney
Law Office of Steven F Carvel
Manhattan Beach, CA US
Posted ago
Law Office of Steven F Carvel

Trust and Estate Associate Attorney Position

Boutique trusts and estates law firm is seeking an estate planning associate to join growing practice. The firm is located in Manhattan Beach, California.

Position Summary

A quickly growing boutique law firm is seeking an estate planning associate attorney to assist with expanding practice. The firm provides a collegial environment and works to make sure that the environment fosters growth in its employees.

 You would work with highly trained and experienced attorneys in handling high-end estate planning matters, as well as probate and trust administrations. Must be a team player and a person who desires to excel and improve his or her skillset in the area.

Must maintain positive contact with attorneys (both the firm's and outside counsel), support staff, clients and vendors. Observes confidentiality of client and firm matters.

This position is not limited to the functions and skills listed on this description and responsibilities may be revised as needed.

Responsibilities

  • Experience drafting estate planning documents;
  • Familiarity with the federal wealth transfer taxes;
  • Excellent organizational, writing, and proofreading skills;
  • Ability to track and meet deadlines;
  • Highly motivated and a self-starter;
  • Ability to interact well with attorneys, staff, and clients;
  • Computer literate, able to organize electronic files, data rooms, and the like;
  • Experience with or willing to learn Excel;
  • Experience in handling and organizing probate and trust administrations;
  • Experience with or willing to learn the preparation of gift and estate tax returns;
  • Experience with or willing to learn the preparation of fiduciary accountings;
  • Experience with common estate planning documents such as various types of wills and trusts;
  • Experience in handling basic real estate transactions; and
  • Basic experience with corporate documents.

Qualifications

  • 2+ years of experience in estate planning (preferably with a concentration in tax-based estate planning).
  • Must have graduated from an ABA-accredited law school.
  • Pay depending on experience

Compensation
$90,000
About Law Office of Steven F Carvel

Fun, fast-paced, boutique trust and estate law firm.

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