Trusts and Estates Associate Attorney – Pasadena Office
CMDB, a growing estate planning and administration, tax, real estate and business transaction law firm, is looking for an Associate Attorney with partner potential to join its family. The Associate Attorney must be a character-first, detail oriented, independent worker who proactively communicates, pursues growth and learning, and builds lasting relationships with co-workers and clients.
The Trusts and Estates Associate Attorney will be responsible for assisting our partners in client meetings to develop and implement a client’s estate plan, preparing estate planning documents, which include revocable living trusts, wills, durable powers of attorney, advance health care directives, charitable trusts, irrevocable trusts, and buy-sell agreements, administering trusts upon a settlor’s death, provide legal counsel to serving fiduciaries, handling probate court proceedings, working with the legal support team to accomplish his or her duties, and provide excellent customer service to our clients.
The Associate Attorney will work within the Trusts and Estates Practice Group under the direct supervision of Kelley Bannon Lashley, however, there will be cross-over work between the other practice groups of the firm as needed for each client’s plan.
Desired Skills and Expertise
The ideal Associate Attorney:
- Will have graduated at or near the top of his or her class and participated in a legal honor society (e.g., law review or law journal);
- Will have a minimum of 5 years’ experience in estate planning, trust and probate administration;
- Will have experience with sophisticated wealth transfer strategies including, business buy-sell agreements, irrevocable trusts, and charitable entities;
- Must possess exceptional attention to detail, excellent customer service, communication and organizational skills;
- Must demonstrate professionalism, be accountable and reliable, have the ability to prioritize tasks, and multitask in a high volume environment;
- Must respect and desire exacting standards regarding file setup, organization, database management, and overall accuracy of work and communication;
- Must recognize and solve complex problems as they arise;
- Must practice sound legal and business judgment;
- Must demonstrate highly proficient computer skills;
- Must be flexible and willing to learn new systems and practices;
- Must have excellent written and verbal communication skills;
- Must possess a sense of humor and empathy;
- Must want to work and learn from Certified Specialists in Estate, Planning, Trust and Probate Law and Taxation and Fellows of the American College of Trusts and Estates Counsel;
- Will have demonstrated leadership in his or her community; and
- Possess excellent practice management, leadership, interpersonal relationship building, entrepreneurial and strong business development skills necessary to become partner.
- J.D. degree from an ABA accredited law school
- Licensed (or willing to be licensed) to practice law in CA
- Minimum 5 years’ experience in estate planning, trust and probate administration
Salary varies based upon experience; minimum starting salary of $120,000 per year.
How to Apply
Please submit the following to email@example.com: (1) cover letter including why CMDB is the right firm for you, (2) resume, (3) sample letter or other work product that you produced and is not form generated, and (4) references. No phone calls or faxes, please.