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BCG Attorney Search

Trust and Estate Administration Associate Attorney

BCG Attorney Search, Santa Ana, California, United States, 92725


Trust and Estate Administration Associate Attorney

Company name:

BCG Attorney Search Experience:

1-8 yrs required Location:

Santa Ana, CA, United States Posted on:

Nov 22, 2024 Valid Through:

Dec 22, 2024 Profile: Santa Ana office of a BCG Attorney Search Top Ranked Law Firm seeks a trust and estate administration associate attorney with 1+ years of experience. The candidate will be responsible for: Administering wills and trusts. Preparing probate administration documents, conservatorship administration documents, estate administration documents, and accounts. Gathering, inventorying, identifying, and valuing assets. Distribution, allocation, and funding of sub-trusts. Drafting court documents (such as 850 petitions and 17200 petitions). Legal research. Communicating with clients, staff, and attorneys. Preparation and review of accounts and estate tax returns. Conducting legal analyses of issues in claims, requiring knowledge of applicable case law and statutes. Engaging in litigation-related events including depositions, conferences, and hearings. Properly tracking and recording time billed on claim-related tasks. Administering guardianship and probate matters from filing to discharge. Must have experience in trust and estate administration law and an understanding of general trust and estate accounts, conservatorships, and the entire administration process. Should have experience with trusts and other estate planning documents. Must be admitted to practice in the State of California. LLM in Tax or Estate Planning is a plus.

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