Job Description
Job Description
SUMMARY:
Our client, a growing law firm with offices in San Jose and Morgan Hill, California, is seeking an experienced Trust & Estate Planning Attorney to join its expanding practice. This opportunity is ideal for an attorney with extensive experience in estate planning who prefers transactional legal work, including advising clients on estate planning strategies, trust formation, and wealth preservation. Experience working with high-net-worth (HNW) clients is a plus but not required. Attorneys with some trust and estate litigation experience will also be considered, although the primary focus of this position is transactional estate planning. The firm offers a competitive compensation package and a potential path to equity partnership. Strong remote candidates will also be considered.
RESPONSIBILITIES:
- Advise individuals and families on estate planning strategies and wealth preservation.
- Draft, review, and prepare wills, trusts, and other estate planning documents.
- Assist clients with trust formation, administration, and estate structuring.
- Develop customized estate plans based on clients' financial circumstances and long-term objectives.
- Advise clients on probate and trust administration matters.
- Maintain strong client relationships and provide ongoing legal guidance.
- Collaborate with attorneys and staff to deliver comprehensive estate planning services.
- Handle related trust and estate disputes as needed, where applicable.
SKILLS & QUALIFICATIONS:
- Juris Doctor (JD) from an accredited law school.
- Active California Bar License in good standing.
- Extensive experience in estate planning and transactional trusts and estates work.
- Strong knowledge of wills, trusts, estate planning documents, and trust administration.
- Experience advising individuals and families on complex estate planning matters.
- Excellent legal drafting, research, communication, and client relationship skills.
- Ability to independently manage client matters and competing deadlines.
- Experience working with high-net-worth (HNW) clients is a plus but not required.
- Trust and estate litigation experience is a plus, but not a primary requirement.
COMPENSATION & BENEFITS:
- Performance-based bonuses.
- Potential equity partnership track.
- Health, dental, and vision insurance.
- 401(k) with employer matching.
- Paid time off and vacation.
- Life insurance.
- Flexible remote working options.
\nCompany Description
Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.
Company Description
Protouch Staffing is a trusted staffing partner specializing in connecting skilled professionals with top employers. While we originally focused on healthcare staffing, we’ve expanded into legal and other domains to meet evolving workforce needs across industries.