Senior Associate Attorney, Trusts & Estates

JOB SUMMARY: The Senior Associate Attorney role is responsible for the full oversight of all assigned client cases, including case research, client relationship management, diligent counsel, intra-firm coordination (as it pertains to legal service), and case outcomes. Reporting to the Senior Counsel and/or the Partner, the Senior Associate Attorney will take a focused approach in delivering high-quality client service via effective case management and high-value legal counsel within their area of specialty and legal practice. While living Lagerlof, LLP’s core values of “Integrity, Hard Work, Excellence, and Team,” the Senior Associate Attorney will act as a key player in ensuring a branded client experience via effective case management.

ESSENTIAL FUNCTIONS: See essential job functions listed below.

• Ensure high quality counsel and legal advice to all assigned clients, prospects, 3rd party partners, and affiliates. • Perform legal research and prepare legal memoranda in order to effectively advise clients on a range of topics and areas of focus within the scope of assigned areas of legal practice and responsibilities. • Maintain updated knowledge and continued learning in the areas of legal specialty, specific to assigned areas of legal practice and services (e.g., litigation, corporate law, business transactions, tax law, real estate, title/insurance, estate planning, trust administration, employment law, etc.). • Directly manage, supervise, and lead assigned administrative personnel (e.g., Legal Assistants, Paralegals, and Senior Paralegals), providing resource and direction as needed, in support of their performance. Lead Associate Attorneys in supporting case matters as needed. • Generate business by building, retaining, and growing trusted client relationships via ongoing communication, marketing (with support from firm marketing resources), and maintaining a thorough understanding of client needs, interests, concerns, goals, options, etc. • Develop strategies and arguments to resolve cases favorably and cost-effectively for all assigned clients. • Ensure thorough execution of drafting and reviewing documents as it pertains to assigned cases and projects. • Ensure preparation of legal documents, such as contracts, depositions, pleadings, etc. in a timely manner and that all case/business related materials (records, letters, legal documents, case files, correspondence, financial reports, invoices, etc.) are effectively managed for efficient and high-value client service and case outcomes. • Maintain effective coordination with opposing counsel and other involved parties as needed. • Conduct all matters in an ethical fashion in accordance with the law and in the interest of the client. • Demonstrate Lagerlof, LLP’s core values of “Integrity, Hard Work, Excellence, and Team” and participate in cross departmental and organizational planning and volunteer efforts as needed. • Other duties and responsibilities as assigned.

QUALIFICATIONS: See job qualifications listed below.

• Minimum of 6 years of experience in law practice. • Juris Doctorate and California Bar Accreditation required. Bachelor’s Degree required; related to law, business administration, or relevant field(s). • Experience in, and knowledge of, assigned areas of legal practice and responsibilities. • Demonstrated ability to supervise and manage other team members, delegate effectively, problem-solve, prioritize work, manage time, and organize tasks effectively. • Proficient communication skills (written and verbal) with ability to effectively research, read, interpret, and organize information with accuracy and consistency. • Ability to remain focused and professional in high-tense situations (e.g., communicating with highly stressed clients throughout difficult cases). • Demonstrated ability to work collaboratively with all organizational levels within a diverse and fast paced environment. • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint, Microsoft Teams) and Adobe Acrobat.

WORKING CONDITIONS, HOURS OF WORK, AND TRAVEL: This role operates in a professional office environment with use of standard office equipment (e.g., computers, internet, phones, filing cabinets). All employees are expected to perform duties that regularly require them to speak, hear, stand, walk, use hands, sit for long periods of time, focus on a computer screen for multiple hours at a time, carry up to 30 pounds, and other reasonable functions. This is a full-time position with standard hours of work being Monday through Friday, 8:00AM to 5:00PM with occasional evening and weekend work required as business needs and job duties demand. A reliable means of travel/transportation to and from company office(s) is expected. Occasionally, out-of-the-area and overnight travel may be expected.

EQUAL OPPORTUNITY: Lagerlof, LLP is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.