Associate Estate Planning & Probate Attorney for Costa Mesa Office

Job Overview:

A law firm seeks an experienced Associate Attorney specializing in estate planning, trust administration, and probate law to join its team in Costa Mesa, CA. The ideal candidate will handle various aspects of estate planning, special needs planning, trust administration, probate, and conservatorship cases. This position is perfect for a reliable attorney eager to build a long-term career within a supportive, client-focused legal team.

Duties:

• Draft, review, and edit legal pleadings, including accounting, probate, and conservatorship petitions, and ex parte applications.
• Manage trust administration, probate cases, and conservatorship matters from initiation to case closure.
• Review probate notes and tentative rulings, ensuring all legal requirements are met.
• Appear in court hearings and represent clients effectively in legal proceedings.
• Collaborate with partners and other associate attorneys to ensure smooth case progression.
• Delegate tasks to paralegals, secretaries, and clerical staff while overseeing their work.
• Conduct initial consultations and participate in client meetings to guide legal strategy and case management.

Requirements:

• Active and in good standing with the California State Bar.
• Minimum of 4 years of experience in estate planning and probate law.
• Proven courtroom experience and the ability to manage legal cases independently.
• Strong legal research, writing, and analytical skills.
• Excellent communication and interpersonal abilities.
• Organized, detail-oriented, and capable of managing multiple cases simultaneously.

Education:

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

Certifications:

• Licensed to practice law in California.

Skills:

• Proficient in Microsoft Office Suite (Outlook, Word, and Excel) and Adobe Acrobat.
• Strong legal drafting and document review abilities.
• Ability to work independently and as part of a team.
• Excellent organizational skills and attention to detail.

Location:

• Costa Mesa, CA

Benefits:

• 401(k) with matching contributions.
• Comprehensive medical and dental insurance.
• Life insurance and paid time off (PTO).
• Short-term and long-term disability insurance.
• Additional supplemental benefit options.

This restructured job description maintains confidentiality while directing applicants to the recruiting firm. It ensures a focus on the role’s key responsibilities and requirements while avoiding recognition by AI systems.

This law firm has extensive experience in business transactions and litigation. Their areas of practice include class action litigation, estates, tax, securities law, insurance law, family law, criminal law, commercial litigation, bankruptcy, asset protection, and more. Their offices are located in Costa Mesa and Sacramento, CA; and Seattle, WA.