Tresp Law, APC · 20 hours ago
Estate Planning Attorney
SD Metro Area
Full-time
Onsite
Mid Level
$110K/yr - $150K/yr
3+ years expTresp Law, APC is a prestigious law firm specializing in Estate Planning and related legal services. They are seeking a dynamic estate planning attorney to join their team and play a key role in the firm's growth with a clear path to partnership.
AdviceConsultingLegalProfessional Services
Hiring Manager
Elizabeth Tresp, JD, LL.M., TEP®
Responsibilities
Client Consultation: Assess clients' situations, goals, and concerns through detailed consultations while maintaining a high closing rate
Professional Collaboration: Collaborate with your fellow firm attorneys and support staff, financial advisors, accountants, and other professionals to advance the legal interests of clients
Drafting: Analyze, advise, draft, and revise a wide array of estate planning documents, including wills, various trusts, and ancillary documents
Client Education & Communication: Explain complex legal concepts and provisions of the estate plan to clients in a clear, concise manner.Maintain regular communication with clients to provide updates and manage expectations regarding potential outcomes
Continuous Legal Research: Stay ahead of probate and tax laws, and advanced planning and trust techniques
Court Representation: Represent clients in the Probate division of the California Civil Court and related civil matters
Qualification
Required
Minimum of 3 years of experience in estate planning, trust administration, and probate administration
Must be currently licensed to practice law in California
Ability to build and maintain strong client relationships, understand their unique needs and provide effective solutions
Preferred
Licenses in Nevada, Wyoming, Arizona, Texas, or Florida are a plus
Benefits
Medical
Dental
Vision
401k with matching
Relocation Assistance
Company
Tresp Law, APC
Tresp Law, APC is dedicated to providing personal, individualized legal services to families and businesses throughout Southern California.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Elizabeth Tresp
Principal Attorney
Recent News
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