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Senior Probate & Trusts - Estates Attorney

Get It - Real Estate
Newport, CA Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 3/22/2025
Senior Trusts & Estates - Probate Attorney

Location: Newport Beach, CA, US

We are seeking a highly skilled Senior Attorney to join our esteemed team in Newport Beach, CA, where we specialize in Estate Planning, Special Needs Planning, Trust Administration, Probate, and Conservatorships. This full-time Senior Associate Attorney role is tailored for individuals who are passionate about advancing their careers in a supportive and collaborative environment. We are proud to offer a sign-on bonus for the right candidate who shares our dedication to professional growth and a balanced workplace culture.

This position presents not merely a job opportunity but a pathway to develop a rewarding career within a reputable firm recognized for delivering exceptional legal services to our local community. We invite candidates who are driven, dependable, and exhibit strong organizational skills, attention to detail, effective communication abilities, and a proactive approach. The ideal candidate will excel both independently and as part of a cohesive team in a dynamic setting.

Key Responsibilities

  • Review and revise a variety of legal documents, including Accounting Petitions and Conservatorship Petitions.
  • Oversee the administration of Trusts, Probate cases, and Conservatorship matters from initiation to resolution.
  • Address Probate Notes and Tentative Rulings, providing necessary supplements as required.
  • Collaborate closely with the Owner and other Senior Associate Attorneys to ensure effective case management.
  • Delegate responsibilities to paralegals, legal assistants, and law clerks while overseeing their work.
  • Conduct initial consultations and meetings with clients to assess their needs.
  • Maintain strong client relationships through regular and proactive communication.
  • Represent clients in hearings and legal proceedings.
  • Work in conjunction with the billing department to generate and dispatch invoices.

Qualifications

  • A minimum of 7-10 years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, or Probate.
  • Must be licensed to practice law in California.
  • Proven capability to manage legal matters and client relationships autonomously after an orientation and supervision phase.
  • A strong commitment to delivering exceptional service and achieving outstanding results for clients.
  • Proficient in MS Office Suite, timekeeping, and case management software, showcasing strong computer skills.
  • Emotional intelligence and empathy towards clients and their families.
  • Ability to work effectively in an office setting, as this role is not remote.

Career Growth Opportunities

We are committed to fostering your professional development within our firm. You will have ample opportunities to grow and evolve in your role, supported by a team that values your contributions and expertise.

Company Culture And Values

We pride ourselves on cultivating a balanced workplace that emphasizes collaboration, integrity, and exceptional service. Our firm is dedicated to empowering clients to safeguard what matters most, particularly those with special needs and their families. Join a team that genuinely advocates for clients while maintaining a healthy work-life balance.

Compensation And Benefits

\(120,000 - \)140,000 annually, depending on experience, alongside bonus opportunities.

If you are prepared to elevate your career and become part of a team that values your expertise and growth, we eagerly await your application!

Employment Type: Full-Time

Salary : $120,000 - $140,000

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