Trusts, Estates & Probate Attorney

Are you a skilled lawyer specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Do you seek an opportunity to have a significant impact at a reputable firm? We are currently 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 individual who is dependable, highly organized, and detail-oriented. 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 both independently and as part of a team.

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• 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 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 four (4) 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