Probate and Trust Administration Attorney

Are you passionate about helping Probate and Trust Administration clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work?

Are you looking for a fresh start at a technology-forward law firm that puts life-work balance at the forefront of their thinking? Then we want to talk to you!

If you are an experienced, empathetic, organized, detail-oriented, and charismatic Probate and Trust Administration Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous to ensure we hire high caliber attorneys who positively contribute to our firm culture.

We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms. We believe in empowering our Attorneys to go above and beyond to serve clients with exceptional value and quality representation.

Our Attorneys receive support from our amazing team comprised of Office Assistants and Paralegals who are meticulously selected and trained to be a part of our world-class team. We have cultivated a remarkable team that embraces the belief that visiting an attorney’s office should be a positive experience, and not an uncomfortable one.

*Please note, applicants who do not follow instructions when applying will not be considered for the position. *

Responsibilities

• Represent trustees, personal representatives, beneficiaries, and other fiduciaries in trust and probate matters
• Analyze wills, revocable trusts, irrevocable trusts, powers of attorney, beneficiary designations, and other estate planning documents
• Advise clients regarding fiduciary duties, notices, accounting, creditor claims, tax issues, distributions, and potential conflicts
• Prepare and review probate pleadings, petitions, motions, declarations, accountings, inventories, and related court filings
• Handle California probate proceedings, including:
  • Preparing and filing required notices;
  • Managing creditor claims;
  • Coordinating estate appraisals and asset collection;
  • Addressing real property and business interests;
  • Preparing petitions for instructions and other contested or uncontested relief; and
  • Completing final distributions and closing the estate
• Administer revocable and irrevocable trusts, including funding, asset transfers, distributions, and trust termination
• Identify and address estate, gift, generation-skipping transfer, and income tax considerations in coordination with tax professionals
• Draft settlement agreements, releases, disclaimers, assignments, deeds, and other administration documents
• Attend court hearings, settlement conferences, mediations, and depositions as appropriate
• Maintain accurate case files, deadlines, budgets, and billing records

Benefits include:

• Paid holidays
• Personal time off
• Health, dental, vision, and life insurance
• 401K matching contributions

Job type:

• Part-time or Full-time
• Remote

Requirements

• J.D. from an accredited law school and licensed with the California State Bar
• 3+ years of experience handling California trust administration and probate matters.
• Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
• Experience preparing probate petitions, trust administration documents, accounting, and related pleadings
• Great ability to focus under pressure and the willingness to do what needs to be done
• Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
• Proficiency with Microsoft Office, timekeeping, legal research platforms, document-management systems, and billing software