Associate Attorney, Estate Planning

At Brown & Streza, we offer a collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, we offer weekly lunches, monthly birthday celebrations, monthly in-office massages, and an employee recognition program. Our FUN Committee organizes small events every month, in addition to several larger events throughout the year including an Admin Day celebration, summer party, Harvest Lunch, and Christmas Lunch. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.  

Associate Attorney 

Practice area – Estate Planning

We are seeking a highly capable, motivated junior associate attorney to work on foundational estate planning.  

Responsibilities and duties include:

• Highly customized drafting of foundational estate planning documents
• Meet with and advise clients on the proper design and structure of revocable living trusts
• Research estate planning and other tax issues 
• Evaluate and coordinate/update template documents, letters, procedures

Requirements:

• J.D. from an accredited law school; a member in good standing of the California Bar 
• Estate planning experience—none required, 1-3 years is preferred
• Willingness to develop strong drafting skills and to learn from senior attorneys to meet client needs
• Knowledge of estate and gift tax
• An LLM or background in tax law is preferred 
• Broad knowledge of corporate matters affecting closely held companies is helpful  
• Ability to interact comfortably with clients and management; strong interpersonal skills
• Strong organizational skills and attention to detail
• Ability and flexibility to adapt and multi-task in a fast-paced environment; respond to client demands
• Ability to work both independently and as part of a team
• Commitment to professionalism; flexibility as to the types of projects assigned

Physical Requirements:

• Ability to lift and carry 30 pounds
• Frequent standing and walking  
• Sitting for up to four hours at a time
• Bending and stooping as needed

Benefits:

• 6 medical plans (3 options offer an employer funded HSA)
• Dental and vision plans
• 401(k) plan with significant employer matching
• Great working environment
• Orange County Register 2023 Top Workplace 

Schedule: