Estate Planning Associate Attorney — Autonomy & Growth

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

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.