Senior Trust, Estate & Probate Attorney

Job Overview:
A well-established law firm in Newport Beach, CA, is seeking an experienced Senior Trust, Estate & Probate Attorney to handle estate planning, special needs planning, trust administration, settlement planning, probate, and conservatorships. This role is ideal for a dedicated legal professional looking for a long-term career with a firm known for its exceptional client service and expertise in estate law. A sign-on bonus may be available for the right candidate who aligns with the firm's culture and professional values.

Location:

• Newport Beach, CA

Duties:

• Draft, review, and revise legal documents, including trusts, accounting petitions, petitions for instructions, and conservatorship petitions.
• Oversee trust drafting, trust administrations, probate cases, and conservatorship cases from initiation to completion.
• Address probate notes and tentative rulings by preparing necessary supplements.
• Collaborate with senior attorneys and firm leadership to ensure smooth case management.
• Assign tasks to paralegals, legal assistants, and law clerks while supervising their work.
• Conduct initial client consultations and ongoing case meetings.
• Maintain strong client relationships through timely and effective communication.
• Represent clients in hearings and legal proceedings.
• Work closely with the billing department to prepare and send invoices.

Requirements:

• 7-10 years of experience in estate planning, special needs planning, trust administration, conservatorships, or probate.
• Ability to handle legal matters independently following an orientation and supervision period.
• Strong organizational skills, attention to detail, and excellent communication abilities.
• Ability to work efficiently in a fast-paced, team-oriented environment.
• High level of emotional intelligence and empathy when dealing with clients.

Education:

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

Certifications:

• Active membership with the California State Bar.

Skills:

• Proficiency in Microsoft Office Suite, timekeeping, and case management software.
• Strong legal research, writing, and advocacy skills.
• Ability to effectively manage multiple cases and deadlines.

Benefits:

• Potential sign-on bonus for qualified candidates.