Senior Trust, Estate & Probate Attorney

Seeking a seasoned Senior Attorney to join a reputable firm in Newport Beach, CA, specializing in Estate Planning, Special Needs Planning, Trust Administration, Settlement Planning, Probate, and Conservatorships. - Opportunity for a sign-on bonus for the suitable candidate who resonates with our well-rounded culture and is committed to professional development. - Full-time Senior Associate Attorney role available for individuals passionate about establishing a long-lasting career in a supportive team environment. - This position offers more than just employment; it presents an opportunity to build a rewarding career at a respected firm renowned for outstanding legal services in the local community. - Desired candidate qualities include drive, dependability, excellent organizational abilities, keen attention to detail, strong communication skills, a proactive approach, and the capability to thrive both autonomously and collaboratively in a dynamic environment.

• Drafting, reviewing and revising a variety of legal documents including Trusts, Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions
• Overseeing Trust drafting, Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process
• Managing Probate Notes and Tentative Rulings by supplying necessary Supplements
• Collaborating closely with the Owner and other Senior Associate Attorney to ensure seamless case progression
• Assigning duties to paralegals, legal assistants, and law clerks while supervising their tasks
• Conducting initial consultations and meetings with clients
• Maintaining strong client relationships through consistent and timely communication
• Representing clients during hearings
• Working in conjunction with the billing department to create and send invoices.

• The ideal Trusts, Estates & Probate Attorney for our firm in Newport Beach, CA should possess a minimum of 7-10 years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate
• Must be licensed with the California State Bar
• Demonstrated ability to handle legal matters and clients independently after an orientation and supervision period
• Dedication to delivering top-notch service and achieving excellent results for clients
• Proficient in using MS Office Suite, timekeeping, and case management software with strong computer skills
• Must exhibit emotional intelligence and empathy towards clients and individuals
• Ability to work effectively in the office environment as this is not a remote position