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Estate Planning Associate

  • Job
    Full-time
    Mid Level
  • Real Estate & Property
  • £90K - £150K
  • San Mateo
  • Quick Apply

AI generated summary

  • You must be a California Bar member with 3+ years' experience in estate planning, trust admin, and probate, incl. Conservatorship experience. Strong knowledge of estate tax & trust planning. Proficient in MS Office, TimeMatters, Acrobat, Clio, and HotDocs.
  • You will design and implement estate plans, handle trust administrations, probates, Conservatorships, and related litigation. Propositions 13 and 58 experience is a plus.

Requirements

  • Qualifications:
  • Must be a member of California Bar
  • Experience: 3+ years’ experience in estate planning, trust administration and probate, with Conservatorship experience preferred
  • Strong knowledge of estate tax planning and sophisticated trust planning in its various forms is expected
  • Skill/Aptitudes:
  • Excellent writing and communication skills
  • Proficient computing skills, especially in the use of MS Office software (Word, Excel, PowerPoint, Outlook)
  • Proficient in using TimeMatters, Gavel or other Case Management Software
  • Proficient in using Acrobat
  • Proficient in using Clio billing software
  • Proficient in using HotDocs base programs (for both Judicial Council Forms and estate planning document creation)

Responsibilities

  • Working with clients to design and implement estate plans ranging from simple to complex instruments
  • Working with clients and advisors to commence and complete trust administrations and probates
  • Preference for a candidate with Conservatorship experience and experience in the areas of probate and trust litigation
  • Experience with Propositions 13 and 58, including entity formation and operation, is a plus

FAQs

What experience is required for the Estate Planning Associate position?

The ideal candidate for the Estate Planning Associate position should have at least 3 years of experience in Trusts, Estates and Conservatorships, with preferably some experience in Probate type litigation.

What are the essential functions of the Estate Planning Associate role?

The essential functions of the Estate Planning Associate role include working with clients to design and implement estate plans, working on trust administrations and probates, and preferably having Conservatorship experience.

What qualifications are necessary for the Estate Planning Associate position?

The qualifications for the Estate Planning Associate position include being a member of the California Bar and having 3+ years of experience in estate planning, trust administration, and probate, with Conservatorship experience preferred.

What is the total compensation for the Estate Planning Associate position?

The total compensation for the Estate Planning Associate position ranges from $90,000 to $150,000, with competitive salary based on experience, performance-based bonus, and benefits including 401k, medical benefits, vacation, and more.

Is the law firm an equal opportunity employer?

Yes, the law firm is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, and other factors.

Law
Industry
11-50
Employees
1953
Founded Year

Mission & Purpose

McDowall Cotter has served clients in the greater San Francisco Bay Area for more than 70 years. In that time, we have established a reputation, in the courts and in the community, for ingenuity, integrity and a common-sense approach to the practice of law. Our expertise ranges widely, from business counsel to estate planning to dispute resolution and litigation. All of our services are rooted in a thorough understanding of the law, extensive experience with trials and appeals, and a longstanding commitment to protecting not only our clients'​ interests but also their peace of mind. It has been said that in some ways we are an old-fashioned law firm. We believe in civility, value long-term relationships, cultivate a healthy work environment, and provide the highest quality legal representation in matters large and small. And we agree — we are old-fashioned, but then again we've been old-fashioned for more than seventy five and still somehow we remain ahead of our time.