Top 7 Trustee Jobs in Petaluma, Ca

Associate Attorney - Trusts and Estates
Friedemann Goldberg Wargo Hess LLP —Santa Rosa, CA
- $112,500 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
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- $100,000 - $120,000 a year
- Full-time
- Nursing
- Experience working with individuals with disabilities
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- Work from home
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Chief Nursing Officer (Santa Rosa)
Northern California Behavioral Health System —Santa Rosa, CA
- $175,000 - $200,000 a year
- Full-time
- CPR Certification
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- 7 years
- Paid holidays
- Disability insurance
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Associate Attorney - Trusts and Estates

Friedemann Goldberg Wargo Hess LLP
Santa Rosa, CA

Quick Apply

Job Details

Full-time
$112,500 - $150,000 a year
1 day ago

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
Life insurance

Qualifications

Teamwork
Writing skills
Research
Legal counsel
Bar
Legal client consultation experience

Full Job Description

AV-rated north bay firm Friedemann Goldberg Wargo Hess LLP seeks Associate Attorney to join our trust and estate practice.

Key Responsibilities

Estate Planning: Develop and implement comprehensive estate plans, including drafting wills, trusts, powers of attorney, and advance healthcare directives.
Tax Planning: Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning.
Trust Administration: Advise beneficiaries and trustees on the administration of trusts, including preparing trust accountings, ensuring compliance with trust terms, managing trust assets, and related income and transfer tax issues.
Probate: Guide clients through the probate process, including filing necessary documents with the court, managing estate assets, and distributing assets to beneficiaries.
Client Relations: Build and maintain strong relationships with clients, offering ongoing legal advice and support tailored to their specific needs.

Qualifications

Successful candidate would possess the following:

License to practice law in California with no record of discipline
1-6 years of experience in Trusts and Estates in California
Candidates with knowledge and experience in (or an interest and willingness to learn) one or more of the following will pique our interest:
- Related business and real property issues
- Tax Expertise
Willingness to take on increasing responsibility, possess excellent writing and communication skills, as well as technical expertise
Superior analytical, communication, drafting, writing, research skills, and the ability to work both independently and as part of a team
Enthusiastic, collaborative, and thoughtful
Ties to or an interest in living in Sonoma County are preferred

Benefits

We offer competitive compensation and benefits, and the opportunity to be part of a great team.

Salary Range of $112,500 to $150,000, depending on years of experience
Hybrid work environment (split weekly in person and remote)
Performance based bonus; additional bonus based on collections directly sourced by associate
Employer-sponsored medical, vision, life, and long term disability insurance
Employer contribution to spouse/dependent medical and vision insurance
401(k) with employer contributions
Vacation and sick paid time off
State (CA) and County bar dues paid by the firm
Tuition reimbursement for MCLE required courses to meet California requirements
Firm provided iPhone, iPad, and laptop

About the Firm

Friedemann Goldberg Wargo Hess LLP is recognized nationally as a top-tier law firm. Our attorneys are rated at the highest level of excellence by their peers; signifying their high ethical standards, knowledge, capabilities, judgment, communication ability, and experience. We possess large firm standards in a small firm environment. We pride ourselves on providing a healthy, happy, and productive workplace for our employees and clients. We believe our focus on the welfare of our employees and their families translates out to the world and helps build stronger communities. We encourage and foster community engagement both for the professional and personal development of our employees.

How to Apply

Please reply with your cover letter and resume. Following initial screening, applicants may be asked to provide writing samples and/or other documents prior to interview.

Job Type: Full-time

Pay: $112,500.00 - $150,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Experience:

estate planning, and/or trust and estate admin: 1 year (Preferred)
Legal counsel: 1 year (Required)

License/Certification:

California Bar License (free of discipline) (Required)

Ability to Relocate:

Santa Rosa, CA 95403: Relocate before starting work (Required)

Work Location: Hybrid remote in Santa Rosa, CA 95403

Quick Apply

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trustee jobs in petaluma, ca

Associate Attorney - Trusts and Estates

Field Nurse Case Manager

Chief Nursing Officer (Santa Rosa)

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