JKZ LLP

Associate Attorney - Trusts & Estates

San Diego, CA

Sponsorship not specifiedDetected 44 days ago

Business DevelopmentNegotiationFinancial AnalysisExcelResearchCommunicationCollaborationProblem SolvingCritical ThinkingWritingMicrosoft Office

About the role

This role requires a self-starter who is willing and open to learning new skills as well as taking initiative and being proactive.
Essential Duties and Responsibilities, including but not limited to: The following Sections 1 through 5 include all duties and responsibilities which are typical of Associate Attorney's duties in the Trusts & Estates department.
However, depending on the role, an Associate Attorney may be more heavily involved in certain sectors within the department.

Draft persuasive briefs, declarations, and supporting documents for contested probate or trust litigation matters.
Manage all aspects of trusts and estates matters, including estate planning, probate, trust administration, and fiduciary disputes.
Supervise paralegals and support staff handling document preparation, filings, and administrative tasks.
Review asset inventories, fiduciary accountings, tax documents, and supporting financial records.
Maintain consistent, compassionate communication with clients, beneficiaries, trustees, and personal representatives, often during sensitive circumstances. 4. Legal Research & Financial Analysis
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
JKZ employees are expected to "Think Outside the Box," applying creativity, sound judgment, and initiative to deliver thoughtful solutions and exceptional client service.

Participate in at least six (6) professional or business development activities annually (beyond required MCLE).
To perform this job successfully, an individual must be able to satisfactorily perform all essential duties.

Prolonged periods of sitting, reading, and working at a computer.
Occasional lifting of files or materials up to 15 pounds.
Occasional travel to court, client meetings, or other legal proceedings.
Work is performed in a professional office environment.
Active member of the State Bar of California.
Experience with NumberCruncher and law firm client management software preferred.
One (1) to five (5) years of recent experience in trusts & estates practice area.
Knowledge, Skills & Abilities

Meet or exceed annual billable hour requirements.
Contribute to firm growth through annual origination of at least $250,000 in new business.

Associate Attorneys are expected to model and uphold JKZ's mission, vision, and values in all professional interactions and to consistently produce work that meets or exceeds the JKZ Standard.
Draft and review wills, trusts, powers of attorney, advance healthcare directives, and related estate planning documents.

This listing is sourced directly from JKZ LLP's careers page and normalized into a canonical job model.