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Trust, Probate & Estate Planning Attorney

Citadel Law Corporation
๐Ÿ“ Irvine, CAยทPosted 7d ago
๐Ÿ’ฐ Avg $102.99kโ€“$221.37k

Citadel Law is a leading estate planning law firm with offices in Irvine, Century City, and San Diego looking to add a full-time attorney to its estate planning team, to assist with the drafting of living trusts and estate planning documents, the processing of probate cases, the design and implementation of advanced estate planning techniques for more sophisticated clients, and court appearances for probate and trust litigation and administration cases.

The attorneys at Citadel Law work closely with clients to establish comprehensive estate plans, including living trusts, will, powers of attorney, advance health care directives and property transfer documents, to protect clients' estates from probate and estate taxes. Citadel Law also provides business entity formation services, to assist clients with the formation of Limited Liability Companies and Corporation, and with the coordination of business succession plans and buy-sell agreements.

The attorneys at Citadel Law also assist clients with advanced estate planning techniques, such as the creation of tax-exempt private foundations, charitable remainder trusts, and various types of irrevocable trusts and gifting programs.

Citadel Law also has an extensive probate and trust litigation department to assist clients who need help administering a trust or estate, or to rectify any deficiency that exists in an existing trust or will. Ultimately, the goal of each attorney at Citadel Law is to consult with the client, establish a clear list of priorities, and then design and implement an estate planning structure and litigation strategy that will accomplish those objectives.

Trust & Probate Attorney Responsibilities:

Conduct client meetings to gather information to establish client needs and objectives, and for the preparation of Estate Planning documents and any necessary Probate or Court Petitions.

Draft and review Estate Planning documents, including Wills, Revocable Trusts, Durable Powers of Attorney, Irrevocable Trusts, Private Foundations, Charitable Trusts.

Computer literate in word processing, databases, email, and Judicial Council Forms, office software (Outlook – emails and calendaring)

Minimum of 3-5 years of relevant experience in estate planning and trust administration, with three specifically in advanced estate planning and probate.

Able to appear in court on probate, trust and estate matters. as necessary.

Job Type: Full-time

Schedule:

8 hour daily

Monday to Friday

Experience:

Estate planning: 3-5 years (Minimum Preferred)

Attorney Compensation: Salary is negotiable and subject to experience.

Pay: From $130,000.00 per year

Work Location: In person

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