Job Description

Senior Trust Administration Attorney

Career Consulting Partners has partnered with one of the   largest General Practice & Private Wealth law firms in Los Angeles, CA. With over 100 years of history, they remain committed to serving clients throughout the West Coast with specialization in a variety of law practices, including Trust Administration, Estate Planning, Corporate Law, Tax Strategy, and many others. They are seeking a  senior-level attorney with a background in trust and estate planning and administration  to join the team.

DEPARTMENT INSIGHT:

The Estate Planning practice provides an active and vigorous environment supporting trusts and estates matters related to estate planning, probate, will and trust preparation, power of attorney, insurance, retirement benefits, and much more. While leading individuals and families to build and secure the state, they also help create financial security. 

ABOUT THE ROLE:

As a senior-level Associate in the Estate Planning group, you will be representing businesses, public entities, families, individuals, and trusts and estates. This role offers the opportunity to work alongside other trusted legal advisors and to provide clients with assistance in achieving their goals.

DUTIES:

• Manage the administration of revocable and irrevocable trusts, including communication with fiduciaries, beneficiaries, and financial institutions
• Coordinate and oversee trust funding, asset transfers, valuations, and related follow-through tasks
• Prepare or coordinate the preparation of estate and gift tax returns, with support from tax professionals when needed
• Draft correspondence, trust summaries, allocation memoranda, and other trust-related documents
• Manage client relationships and collaborate with external counsel, delivering practical, business-driven legal solutions

REQUIREMENTS:

• 4-6+ years of experience in estate planning and trust administration
• Ability to meet a billable requirement of 1,800+ hours annually
• Confidently receive assignments from Partners, and manage a substantial caseload with efficiency and precision
• Demonstrated communication skills, both written and verbal, with an ability to effectively interact with clients and counsel
• Active California Bar admission
• Detail-oriented and demonstrated ability to think critically and strategically
• Ability to work effectively in a team-oriented, fast-paced environment

COMPENSATION & BENEFITS:

• Compensation: $160,000 - $180,000
• Plus discretionary bonuses, and additional compensation for exceeding billable hours.
• Comprehensive medical, dental, and vision insurance, mental health support (EAP, therapy, mindfulness apps), Peloton membership, and a Well-Being Program focused on mental health awareness.
• Unlimited PTO, paid holidays, bereavement, jury duty, and leave of absence options.
• Adoption assistance, back-up care, fertility coverage, elder care services, life and disability insurance, and pet insurance.
• 401(k) plan, financial consultations, firm HSA contributions, FSAs for healthcare and childcare, and student loan refinancing programs.

LOCATION:

• Pasadena, CA 91101
• Near Urth Caffe Pasadena

Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application, we will reach out to you and review the firm(s) before we move forward.

Job Tags

Holiday work,

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