Probate and Wealth Planning Associate - Hybrid

gpac; Ventura (CA); In loco; USD 190.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive benefits package

Descrizione del lavoro

gpac is working with a Ventura County firm seeking a Probate and Wealth Planning Associate with 5+ years of experience. The role focuses on estate planning, trusts, probate, and related matters, building lasting client relationships in a long-term growth path.

The candidate should have a J.D. from an accredited law school and be an active CA Bar member. Base salary ranges from $190,000 to $250,000+ with a comprehensive benefits package.

Competenze

• 5+ years of experience in estate planning, trusts, and trust administration.
• Active CA Bar admission in good standing.
• Strong Ventura County roots and local connections required.
• Excellent interpersonal and client-service abilities.
• Tax LL.M. is a plus but not required.

Mansioni

• Advise clients on estate planning, trusts, and wealth planning.
• Draft wills, trusts, and related documents.
• Handle probate and trust administration matters.
• Support related corporate and real estate work as needed.
• Build lasting client relationships.

Conoscenze

Interpersonal skills

Client service

Local Ventura County connections

Tax LL.M. (bonus)

Formazione

J.D. from an accredited law school

Active member of the State Bar of California in good standing

Descrizione del lavoro

Probate and Wealth Planning Associate: Long-Term Growth in Ventura County

Our client is seeking a Probate and Wealth Planning Associate with 5+ years of experience to join its established Ventura County practice. This is a long-term opportunity to grow into an established practice.

What You'll Do

• Advise clients on estate planning, trusts, trust administration, and family wealth planning
• Draft wills, trusts, and related estate planning documents
• Handle probate and trust administration matters
• Support corporate and transactional work, including LLCs, contracts, real estate, and general counsel matters
• Build lasting client relationships

What We're Looking For

• J.D. from an accredited law school
• Active member of the State Bar of California in good standing
• 5+ years of experience in estate planning, trusts, and trust administration
• Strong Ventura County roots and local connections (required)
• Strong interpersonal and client-service skills
• Tax LL.M. is a plus but not required

Why You'll Love It

• Base salary of $190,000 to $250,000+, commensurate with experience
• A long-term opportunity to grow into an established practice
• Comprehensive benefits package

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.