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Associate Attorney
Monzingo | Legal
Martinez , CA 94553
Posted 1 week ago
Our client is a small, boutique law firm in Contra Costa County/California specializing in trust and estate planning for persons with disabilities and their families with a heavy emphasis on the establishment and management of both self-settled and 3rd party supplemental needs trusts.
The law firm looking for a full-time Associate Attorney to join the team in their Pacheco (Martinez) office, with flexible work hours available. The ideal candidate is someone with a commitment to serving persons with disabilities and their families, who has some familiarity with public benefits for persons with disabilities, and who is looking for a long-term position in a rewarding area of the law.
Requirements- Associate Attorney
- Be an active member of the State Bar of California with no record of discipline.
- Experience in probate, estate planning and/or conservatorships strongly preferred.
- Prior experience in issues related to community services for persons with disabilities preferred.
- Familiarity and competence with legal case management systems (Clio) and general office applications (Word, Excel, Adobe, Outlook).
- Fluency is Spanish would be a plus, but is not required.
Responsibilities- Associate Attorney
- Drafting estate planning documents including revocable living trust, supplemental needs trusts, Wills, Advance Health Care Directives, Durable Powers of Attorney, Trust Transfer Deeds.
- Drafting court documents including Petitions, support Declarations, Notices and proposed Orders.
- Work with and supervise our paralegal team with the preparation and submission of routine court documents and filings, trust accounting materials, service of process, etc.
- Court appearances as needed.
- Handle client meetings and correspond, communicate and work directly with clients to respond to their questions, requests, and to schedule appointments.
Skills and Competencies- Associate Attorney
- Possess excellent research, writing and analytical skills.
- Have strong interpersonal skills and a desire and ability to be an integral member of a team.
- Must be dependable and a self-starter who can work well under minimal supervision.
- Have exemplary organizational skills, attention to detail, excellent verbal and written communication skills and the ability to set priorities while meeting deadlines in a fast-paced environment.
- Must be great at connecting with others and able to easily converse with clients and make them feel welcome, both in person and by phone.
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
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