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Estate Planning Attorney

Avata Partners
locationSan Mateo, CA, USA
PublishedPublished: 6/14/2022
Legal
Full Time

Job Description

Well-established collaborative California law firm seeks an Estate Planning Attorney with 1–4 years of experience to join its growing practice.


Draft and analyze estate planning documents, including:

  • Trusts
  • Wills
  • Powers of Attorney
  • Advance Health Care Directives
  • Deeds

Research, analyze, and advise on:

  • Federal estate tax laws
  • California estate planning matters

Draft documents related to trust and estate administration

  • Prepare federal gift and estate tax returns
  • Prepare court petitions for trust and probate matters (non-adversarial)
  • Attend probate and trust hearings (non-adversarial matters)
  • Research and prepare memoranda on new legislation affecting estate planning and taxation

Qualifications:

  • 1–4 years of estate planning experience
  • Strong legal writing, analytical, and communication skills
  • Interest in building a long-term estate planning practice

Opportunity:

  • Work within an established collaborative California law firm
  • Significant growth potential

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