Adams & Martin Group
Senior Trust & Estate Associate Attorney
Adams & Martin Group, San Rafael, California, United States, 94911
A well-established law firm is seeking an experienced Trusts & Estates Attorney to join its growing team. The firm is particularly strong in estate planning and administration, corporate and business transactions, real estate, tax, and litigation related to these areas. The estate planning practice includes significant work with high-net-worth clients.
The ideal candidate will bring strong credentials, experience at a mid-to-large-sized firm or trusts & estates boutique, and the drive to develop a thriving practice. The firm values collegiality, excellence, and a culture that emphasizes both professional growth and work-life balance.
This is an excellent opportunity for a motivated attorney to take on a key role, with competitive compensation and a collaborative team environment.
Key Responsibilities
Meet with clients to identify their objectives and concerns
Assess client situations and provide strategies using a comprehensive understanding of planning and administration techniques
Counsel clients on estate planning strategies and approaches
Draft estate plans and trust administration documents, ranging from basic to advanced
Collaborate with attorneys across practice areas and leverage firm resources to maximize efficiency
Build and maintain relationships with existing clients
Develop new client relationships and contribute to business development efforts
Requirements
J.D. from an ABA-accredited law school
Active membership with the State Bar of California
LL.M. in Tax or Estate Planning strongly preferred
5+ years of experience in estate planning, probate, and trust administration
Strong drafting, counseling, and client service skills
Desired Skills and Experience
5+ years of trust administration and estate planning experience
Licensed and in good standing with the CA State Bar
LLM preferred
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws.
Base pay range
$180,000.00/yr - $230,000.00/yr
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$180,000.00/yr - $230,000.00/yr
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