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Estate Planning and Probate Attorney

Klosek Law Offices Jun 04,2020 Location Sacramento CA
This job is expired...

Law Firm

Attorney

Bankruptcy

Litigation - Foreclosure (Lender-side)

Trusts and Estates

Min 1 yrs required

Profile

Estate Planning and Probate Attorney

Prominent law firm in Sacramento is seeking an Associate Attorney with at least 1+ years of experience in estate planning, trust administration, or probate work.

Attorney Responsibilities include:

  • Preparing probate petitions (regular probates, special administrations, summary probate proceedings) and attending court hearings
  • Drafting basic and advanced estate planning documents, including revocable and irrevocable trusts
  • Preparing deed paperwork for trust transfers and gift transactions
  • Performing trust administrations from start to finish, including Heggstad petitions, and petitions to modify/terminate trusts

Requirements Include:

  • Licensed by the CA state bar
  • Minimum of one year experience in estate planning, trust administration, or probate is REQUIRED.
  • LLM in Tax or estate planning highly desired
  • Superior client communication, writing, research, computer and organizational skills.
  • Comfort and competency with computers. Proficiency with Microsoft Word, Excel, and Outlook mandatory
  • Experience with advanced estate planning techniques such as GRATs, IDGTs, and family limited partnerships

No specific billable requirement, and new hire not expected to bring in clients, but lucrative profit sharing program for attorney that brings in new clients. Ability to work remotely.

Position can be either part time or full time with benefits. Firm does transactional work, but potential to do estate litigation as well.

Job Types: Full-time, Part-time, Contract

Pay: $60,000.00 - $120,000.00 per year

Benefits:

  • Health Insurance

Schedule:

  • Monday to Friday

COVID-19 considerations:
We provide masks, hand sanitizer, and maintain six feet of social distancing.

Experience:

  • Estate Planning, Probate, or Trust Administration: 1 year (Required)

License:

  • CA State Bar (Required)

Contract Length:

  • More than 1 year

Contract Renewal:

  • Likely

Additional Compensation:

  • Bonuses

Work Location:

  • One location
  • Fully Remote

Typical start time:

  • 9AM

Typical end time:

  • 5PM

Company's website:

  • www.kloseklawoffices.com

Benefit Conditions:

  • Waiting period may apply

Work Remotely:

  • Yes

Company info

Company Profile

A Bay Area Native, Jack grew up in Mountain View, California, before moving to Berkeley to attend UC Berkeley (go Bears!). Jack always wanted to practice law and be close to family and friends, so he decided to go to UC Davis School of Law. After finishing law school, Jack had the exciting opportunity of working at the probate courthouse in Santa Clara County, assisting the probate examiners with probate matters and acting as the research attorney for the judge in the probate department. Jack transitioned into private practice after working at the courthouse, and has worked at several high-end boutique estate planning firms, including Watson & Machado LLP, WealthPLAN, PC, and GVM Law LLP, where he has honed his skills in probate administration, trust administration, and estate planning. His favorite part of estate planning is getting to know people from all walks of life, understanding their needs, and working with them to best accomplish their goals. When not serving clients, Jack enjoys spending time with his family, playing pick-up basketball, training his beautiful German Shepherd named Nala, and wine tasting in the surrounding areas.