Trusts, Estates & Probate Attorney

Are you a skilled attorney with expertise in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Are you looking for an opportunity to contribute significantly at a reputable firm? We are in search of a full-time Associate Attorney who is enthusiastic about establishing a long-term career and becoming part of a supportive team. This role goes beyond just being a job; it offers a unique chance to forge a fulfilling career at a well-respected firm known for its outstanding legal services in the local community. We are looking for the ideal candidate to fill this role and assist us in our mission to support and advocate for our clients. The perfect candidate for us is a motivated individual who is dependable, exceptionally organized and pays close attention to detail. We are seeking a strong communicator with excellent verbal and written skills, someone who is proactive, thrives in a fast-paced environment and can work effectively both independently and as part of a team.

• Drafting, reviewing, and editing Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, and other pleadings in the area of Probate Law
• Overseeing Trust Administrations, Probate cases, and Conservatorship cases from inception to closure of the case
• Reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements
• Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline
• Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work
• Leading and participating in initial consultations and client meetings
• Cultivating relationships with the firm’s existing and future clients by maintaining consistent and timely communication
• Appearing at hearings
• Coordinating with the billing department to generate invoices on matters

Our ideal Associate Attorney would have demonstrated experience in the following:

• Minimum of four (4) years experience in any two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate
• Licensed with the California State Bar
• Has the capacity to handle matters and clients independently (after a period of orientation and monitored work)
• Is dedicated to ensuring that clients receive top-notch service and results
• Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
• Must have emotional intelligence and empathy. Our ideal Associate Attorney must have compassion for our clients and for humankind, and cannot be someone who cannot deal well with people
• Ability to work in the office (this is not a remote position)