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.

$120,000 - $140,000 yearly DOE bonus

• 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

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them. Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.