Estate Planning Associate 3+ Years

3-5 yrs required

Full-time

No

## Estate Planning Associate - 3+ Years Experience - Mullen & Henzell .

Mullen & Henzell ., a top-rated law firm in Santa Barbara, California, is seeking a talented and motivated Estate Planning Associate with three to five years of experience to join one of the largest Estate Planning practices on the Central Coast. Conservatorship experience is preferred. Our Estate Planning practice includes working on sophisticated estate plans, conservatorships, post death probate and trust administrations. This is an exceptional opportunity to work with a dynamic firm that values collaboration, professional growth, and client satisfaction.

### Responsibilities

- Collaborate with a team of attorneys, paralegals, and other professionals to deliver comprehensive estate planning solutions to clients.
- Draft and review legal documents, such as wills, trusts, and beneficiary designations, ensuring accuracy and compliance with relevant laws and regulations.
- Conduct legal research to stay updated on changes in estate planning laws and regulations and integrate the latest industry knowledge into client recommendations.
- Assist with trust and estate administration, including asset distribution, tax filings, and resolution of any disputes or challenges.
- Develop comprehensive estate plans tailored to clients’ individual needs and goals, while considering tax implications, asset protection, and probate avoidance.
- Conduct client meetings to assess their estate planning requirements, address concerns, and offer strategic advice.
- Maintain client confidentiality and ensure adherence to ethical and professional standards.

### Qualifications

- Juris Doctor (.) degree from an accredited law school.
- Admitted to practice law in California and in good standing.
- Three to five years of experience practicing estate planning law, with a focus on wills, trusts, and probate matters.
- Strong knowledge of California estate planning laws, regulations, and tax implications.
- Excellent communication skills, both verbal and written, with the ability to explain complex legal concepts in a clear and concise manner.
- Detail-oriented and proficient in drafting accurate and comprehensive legal documents.
- Demonstrated ability to handle multiple client matters simultaneously and meet deadlines.
- Team player with strong interpersonal skills, able to collaborate effectively with colleagues and support staff.
- High level of professionalism, integrity, and commitment to client service.

### Compensation and Benefits

The compensation range for our 3-to-5-year associates is $143,000 and $155,000 base annual salary plus an incentive bonus plan, depending on experience and other job-related factors permitted by law. A full-time associate is also eligible for the following firm benefits: vacation, sick time, medical insurance, dental insurance, Healthcare and Dependent Care Flexible Spending Accounts, life insurance, disability insurance, 401(k) plan and profit-sharing contributions. Mullen & Henzell . is committed to a diverse and inclusive workforce.

Work with the best! Our firm was voted “Best Law Firm” in 2021, 2022 and 2023 in the SB Independent Readers’ Poll.

### Apply Now

If you are interested in joining our team, please submit your resume, cover letter, and writing sample to Jared Green at and use “Estate Planning – [Your Name]” in the subject line. In your cover letter, please highlight your experience in estate planning and explain why you are a great fit for our team.

We look forward to hearing from you!

Vacation, sick time, medical insurance, dental insurance, Healthcare and Dependent Care Flexible Spending Accounts, life insurance, disability insurance, 401(k) plan and profit-sharing contributions

Drafting legal documents, conducting legal research, collaborating with a team of attorneys, paralegals, and other professionals, providing comprehensive estate planning solutions to clients

Juris Doctor (J.D.) degree from an accredited law school

Submit resume, cover letter, and writing sample to Jared Green at and use “Estate Planning – [Your Name]” in subject line

Qualification and Experience Juris Doctor (J.D.) degree from an accredited law school, admitted to practice law in California and in good standing

Legal