Senior Trusts - Estates & Probate Attorney

Job Overview:
A well-established law firm located in Newport Beach, CA, is seeking a Senior Trusts, Estates & Probate Attorney with extensive experience in Estate Planning, Special Needs Planning, Trust Administration, Probate, and Conservatorships. This full-time position offers a competitive salary and an opportunity to join a supportive, team-oriented work environment. The firm is looking for a motivated and reliable attorney with strong organizational skills and a commitment to professional growth. A sign-on bonus is available for the right candidate.

Location:

• Newport Beach, CA

Duties:

• Review and edit legal documents, including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions
• Supervise Trust Administration, Probate, and Conservatorship cases from start to finish
• Handle Probate Notes and Tentative Rulings, providing necessary Supplements
• Work closely with the Owner and other Senior Associate Attorneys to ensure smooth case progression
• Delegate tasks to paralegals, legal assistants, and law clerks while overseeing their work
• Conduct initial consultations and meetings with clients
• Maintain strong, ongoing client relationships with regular and timely communication
• Represent clients during hearings
• Collaborate with the billing department to generate and send out invoices

Requirements:

• 7-10 years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate
• Licensed with the California State Bar
• Ability to handle legal matters and clients independently after an orientation and supervision period
• Strong commitment to delivering excellent client service and achieving favorable results
• Proficient in MS Office Suite, timekeeping, and case management software
• Must exhibit emotional intelligence and empathy towards clients and their families
• Ability to work effectively in an office environment (this is not a remote position)

Education:

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

Certifications:

• Active California State Bar License (Required)

Skills:

• In-depth knowledge of Estate Planning, Trust Administration, and Probate law
• Excellent organizational, time management, and multitasking abilities
• Strong communication skills, both written and verbal
• Proficiency with MS Office Suite and legal case management software
• Ability to manage client relationships and conduct consultations
• High emotional intelligence and empathy

Benefits:

• Bonus opportunities
• Health insurance
• Paid time off
• Retirement plan