Senior Trusts - Estates & Probate Attorney

Are you looking for a change in law firm culture that will significantly impact a reputable firm in 2025? We are offering a sign-on bonus for an experienced Senior Attorney who will fit our well-balanced culture and help us grow.

We seek a skilled Attorney specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships. We are hiring a full-time Associate Attorney who is enthusiastic about establishing a long-lasting career and becoming part of a supportive team.

This role goes beyond typical employment; it offers a unique opportunity to develop a fulfilling career at a well-respected firm known for its exceptional legal services in the local community. Our perfect candidate is a motivated, dependable, highly organized, and detail-oriented individual. We are looking for an effective communicator with excellent verbal and written skills, a proactive approach, skilled at thriving in a dynamic environment, and capable of excelling independently and as part of a team.

• Review and revise various legal documents pertaining to Probate Law including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions
• Oversee Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process
• Address Probate Notes and Tentative Rulings by supplying Supplements as needed
• Collaborate closely with the Owner and other Senior Associate Attorney to ensure case progression
• Assign duties to paralegals, legal assistants, and law clerks while supervising their tasks
• Conduct initial consultations and meetings with clients
• Sustain strong client connections through regular and prompt communication
• Advocate for clients during hearings
• Coordinate with the billing department to create and dispatch 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