Trusts, Estates and Probate Attorney

Job Overview:
A reputable law firm in Newport Beach, CA, is seeking a full-time Trusts, Estates & Probate Attorney. The ideal candidate will have a minimum of four years of experience in estate planning, special needs planning, trust administration, probate, or conservatorships. This position offers the opportunity to work in a supportive, collaborative environment while handling significant cases from start to finish. The role involves working closely with the firm's owner and senior attorneys, as well as managing a team of legal assistants and paralegals. The ideal candidate will be highly organized, detail-oriented, and passionate about providing exceptional legal services to clients.

Location:

• Newport Beach, CA

Duties:

• Review and revise legal documents related to probate law, including accounting petitions, petitions for instructions, and conservatorship petitions
• Oversee trust administrations, probate cases, and conservatorships through all stages
• Address probate notes and tentative rulings by providing supplements when necessary
• Collaborate with the owner and senior associate attorney to ensure cases progress efficiently
• Supervise paralegals, legal assistants, and law clerks by assigning duties and overseeing their work
• Conduct initial consultations and meetings with clients to assess their legal needs
• Maintain strong client relationships through regular, clear communication
• Represent clients in court hearings
• Coordinate with the billing department to ensure invoices are accurate and dispatched promptly

Requirements:

• Minimum of 4 years of experience in estate planning, special needs planning, trust administration, conservatorships, or probate
• Active license to practice law in California
• Ability to handle cases and clients independently after an orientation period
• Strong verbal and written communication skills
• Proficiency in using MS Office Suite, timekeeping software, and case management systems
• High emotional intelligence and empathy towards clients, particularly in sensitive situations
• Strong organizational skills and the ability to work both independently and as part of a team

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Licensed to practice law in California

Skills:

• Proficiency in estate planning, probate, and trust administration law
• Excellent communication and interpersonal skills
• Strong organizational and time management abilities
• Ability to manage multiple cases simultaneously
• Detail-oriented with the ability to work in a fast-paced, dynamic environment

Benefits:

• 401(k) with employer matching
• Comprehensive health, dental, and vision insurance
• Paid holidays and paid time off
• Employee assistance programs
• Professional development opportunities and career growth