The Position
Von Rock Law is seeking an experienced, licensed in California, Estate Planning attorney to work with a well-regarded, thriving boutique firm. The ideal candidate will have a minimum of five years of related experience and will be ready to hit the ground running. A successful candidate will have experience in estate planning and entity formation. Experience in trust administration and probate would be helpful as well.
Primary Responsibilities:
- Managing estate planning and business matters
- Drafting comprehensive estate plans in Wealth Counsel, including CRTs
- Analyzing, advising on, and revising a wide array of estate planning documents
- Collaborating with clients to develop and achieve their estate planning goals
- Leading and working collaboratively with team members
Required Qualifications:
- Licensed to practice law in California
- Five or more years of relevant experience in estate planning
- Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small-team environment
- Experience in managing other legal assistants and paralegals
Preferred Qualifications:
- Entity formation, trust administration, and/or probate experience
- Experience with Clio Manage, Wealth Counsel, and Microsoft 365
- Adept at using Mac computers and systems
- Remote work experience
- Solid command of English including excellent spelling, grammar, punctuation, form, and style
- Ability to work independently and on a team
Benefits:
- A competitive compensation and a potential for bonuses
- Employee Medical Insurance
- 401(k) and Matching
- Profit-Sharing Plan
- Paid Time Off
- Paid holidays including 3 days at Thanksgiving and Dec. 24 – Jan. 1.
- Paid Dues for State Bar
- Continuing Legal Education