Associate Attorney

The Lawyer In Blue Jeans Group; San Diego (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Paid holidays

Paid time off

401K Plan & Matching

Job summary

The Lawyer In Blue Jeans Group in San Diego is seeking a seasoned estate planning professional to join our team. This full-time role runs Monday through Thursday, 8 AM to 6 PM, offering steady hours and a collaborative work environment.

Responsibilities include meetings with clients, drafting and interpreting documents, and preparing probate inventories and court filings. Strong organizational skills and the ability to manage multiple tasks are essential.

Qualifications

• 3+ years of estate planning, probate, and trust administration in a law firm.
• Estate litigation experience is preferred but not required.
• Strong understanding of the trust and estate administration process.
• Proficient with Microsoft Word, Excel, Outlook and Google Sheets.
• California Notary Public a plus.

Responsibilities

• Meetings with clients to go over services and drafted documents.
• Draft, read, and interpret legal documents.
• Prepare probate inventories, court filings and probate/trust administration accountings.
• Produce summaries and accountings.
• Work with clients to set deadlines and follow up diligently.
• Proficiency with cloud-based applications such as Office, CRM software (Act).
• Other duties as needed.

Skills

Estate planning

Probate

Trust administration

Microsoft Office

Google Sheets

Notary Public

Tools

Office

Act CRM

Job description

One of San Diego’s Top Estate Planning law firms is seeking a quality individual to come be a part of our team! This is a full-time, Monday through Thursday position, 8AM to 6PM.

Candidates should be

• Friendly & Professional
• Reliable & Detail-oriented
• A team player
• Highly organized, adaptable, focused, and able to handle multiple tasks and cases simultaneously
• Able to prioritize, work independently, under pressure, with minimal supervision

Excellent opportunity for the right individual!

Main responsibilities would include

• Meetings with clients to go over services and drafted documents
• Draft, read, and interpret legal documents
• Prepare probate inventories, court filings and probate/trust administration accountings
• Produce summaries and accountings
• Working with clients to set specific deadlines and following up diligently to see necessary tasks through
• Proficiency with cloud-based applications such as Office, CRM software (Act)
• Other duties as needed

Qualifications

• 3+ years of estate planning, probate, and trust administration experience in a law firm
• Estate litigation experience preferred but not required
• In-depth understanding and appreciation of the trust and estate administration process from start to finish
• Familiarity with Microsoft Applications (Word, Excel, Outlook) and Google Spreadsheets
• California Notary Public a plus

Salary/Benefits

• $90K-150K, competitive pay commensurate with experience
• Paid holidays. Holidays as stated in company handbook
• Paid time off. Rate of accrual per company handbook and increases the longer with the firm
• 401K Plan & Matching