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Title : Associate Attorney

Location : California - Sacramento
Refer to Job # FNDG790283

Associate Attorney The candidate will meet with prospective and existing clients for consultations on estate planning matters of all levels of complexity, and pre- and post-mortem trust administration. Will meet with clients for initial engagement and at signings and ensure that legal client planning needs are met by preparing estate plans and providing legal advice. Will be the lead attorney on a large number of matters and work with paralegals and support team members to complete the work. Meet with prospective clients to make planning recommendations. Meet with existing clients and review possible updates and/or upgrades to estate plans; engage clients to move forward with preparation of estate planning documents. Work closely with the paralegal team to ensure documents are accurate and support the best needs of the client. Be willing to work within the tried-and-true process which focuses on maximum efficiency and effectiveness while keeping the client experience and attorney ethics at the center. Review draft of estate plans to ensure that the plan meets client's needs and wishes, along with any recommendations made to the client. Respond to any client phone calls or e-mails in a timely, personable manner. Participate in weekly attorney team meetings to address matter status, discuss cases, receive training, and engage with team members. Originate new business through your own networking and marketing ideas. Stay abreast of all continuing education requirements. Should have 1-3 years of experience specifically in the estate planning and trust administration fields. Must have exceptional knowledge of law pertaining to estate planning and settlement; strong interpersonal skills; excellent communication with both internal and external audiences; a detail-oriented mindset with patience and strong organization skills; computer literacy, with a willingness to learn new software and associated technology; collaborator; an ability to respond effectively to change. Should have Licensed attorney by the California State Bar; willingness to pursue the certification for State Bar Certified Specialist in Trust, Wills, & Probate (as described in Section 2.0 of the applicable State Bar standards) in the near future is preferred; knowledge of income, gift, and estate tax laws. Additional ongoing courses and continuing education programs in the area of Estate Planning.

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