Associate Attorney

Battaglia & DeKoning; California; On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Retirement Savings Program

Health Insurance

Paid Time Off

Paid Sick Leave

Paid Holidays

Supportive and collaborative work环境

Job summary

Battaglia & DeKoning is seeking a Full-Time Associate Attorney in California to focus on Estate Planning and Administration, Conservatorships, Special Needs Trusts, and Public Benefits Planning.

The ideal candidate will be self-motivated, autonomous, and capable of growing with the firm, handling trust and estate matters from start to finish and drafting comprehensive estate plans. In-office role with opportunities to advance.

Qualifications

• Licensed to practice in California and in good standing with the State Bar.
• Strong client relationship management including the ability to lead in-person client meetings.
• Ability to conduct legal research, analyze case law, and stay up-to-date with changing laws.
• Excellent written and verbal communication skills.
• Typing proficiency of 50+ wpm.
• Highly organized with strong attention to detail.
• Proficient with Microsoft Office applications.
• Strong work ethic.

Responsibilities

• Communicate with clients to identify legal needs and concerns.
• Independently manage court-supervised trust and estate matters from start to finish, including preparing petitions and making court appearances.
• Advise clients on public benefits planning.
• Draft comprehensive estate plans, including Revocable Living Trusts, Special Needs Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, and property transfer documents.
• Participate in business social activities and presentations that generate new clients and professional relationships.
• Perform various administrative functions related to case management.

Skills

CA Bar license

Client relationship skills

Legal research

Communication skills

Typing 50 wpm

Highly organized

MS Office proficiency

Strong work ethic

Tools

AbacusLaw

Lawgic

WordPerfect

Job description

Job Description

Job Description

Associate Attorney

Trusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We are looking for a self-motivated and ambitious attorney to join our firm. This position will focus on matters related to Estate Planning and Administration, Conservatorships, Special Needs Trusts, and Public Benefits Planning. The ideal candidate will have knowledge and experience with estate planning and administration, can work autonomously, and is seeking an integral role with opportunities to grow with the firm.

Primary Responsibilities

• Communicate with clients to identify legal needs and concerns
• Independently manage court-supervised trust and estate matters from start to finish, including preparing petitions and making court appearances
• Advise clients on public benefits planning
• Draft comprehensive estate plans, including Revocable Living Trusts, Special Needs Trusts, Wills, Durable Powers of Attorney, Advance Health Care Directives, and property transfer documents
• Participate in business social activities and presentations that generate new clients and professional relationships
• Perform various administrative functions related to case management

Minimum Qualifications

• Licensed to practice in California; good standing with the State Bar
• Demonstrated client relationship skills including the ability to lead in-person client meetings
• Ability to conduct legal research, analyze case law, and stay up-to-date with changing laws
• Excellent written and verbal communication skills
• Typing proficiency of 50+ wpm
• Highly organized with strong attention to detail
• Proficient with Microsoft Office applications
• Strong work ethic

Highly desirable skills and experience that will set you apart from other applicants:

• Experience with Estate Planning, Trust Administration, Probate, Special Needs Trusts, Public Benefits Planning, and Conservatorships
• Experience with AbacusLaw software
• Experience with Lawgic software
• Experience with WordPerfect software

Compensation:

Salary commensurate with qualifications and experience.

Work Location

In office

Benefits

• Retirement Savings Program
• Health Insurance
• Paid Time Off
• Paid Sick Leave
• Paid Holidays
• Supportive and collaborative work environment