Copenbarger & Copenbarger LLP
Estate Management Lawyer
Copenbarger & Copenbarger LLP, Irvine, California, United States, 92713
Compensation:
Roughly $130,000 to $150,000 annually based on experience plus bonus opportunityLocation:
In office position based out of our Santa Ana, CA office. Some travel required.Job Type:
Full-time W-2 position with benefits
Copenbarger's Great Benefit Offerings:Health with employer-covered optionsDental with employer-covered optionsVision Insurance401(k)PTO/Paid vacation time, paid holidays, and paid sick timeBonus volunteer days off for specific eventsParental leaveContinuing education reimbursementFlexible working arrangements/work-from-home daysReferral programTrust & Estate Administration Associate Attorney Job Summary:Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney to join our practice in our Orange County location. This is an excellent opportunity to join a top-rated firm that offers great benefits and a competitive salary, values work-life balance while working among industry-recognized attorneys, and a wonderful family-like work environment!The ideal candidate will have experience in trust & estate administration law and an understanding of trust and estate accounts, conservatorships, as well as the entire administration process.The firm is seeking someone who's personable and comfortable in a client-facing role, as you'll be regularly liaising with clients and internal staff.Trust & Estate Administration Attorney Responsibilities:Day-to-day includes meeting with individuals who lost a loved one and sensitively guiding them through the correct legal processes (such as probate, guardianship, conservatorship, etc.). This position is not involved in the trust/estate planning process but specifically the administrative end.Administer wills and trusts; prepare probate administration documents, conservatorship administration documents, estate administration documents, and accountsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and federal and state fiduciary income tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, other attorneys, and judges as necessaryComplete legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutesEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsParticipate in litigation-related events including but not limited to depositions, conferences, and hearingsOversee guardianship and probate matters from filing to discharge, including the use of restricted depository accounts and the creation of accountingsProperly track and record time billed on claim-related tasks, reaching monthly goals following the initial training periodTrust & Estate Administration Attorney Requirements:5+ years of trust and estate administration law experienceCompleted JD/Juris DoctorateCalifornia Bar Admission/Member in good standingMust be comfortable consulting with clients directly throughout their estate administration needsLLM in Tax or Estate Planning is a plusMust be able to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a teamWhy Join Copenbarger & Copenbarger:"Firm with a Heart" and "The Company Who Cares" we hold a Glassdoor rating of 4.5 stars, and we're proud of being a place employees want to work for!Established in 1979, you'll be joining a firm that's both well-respected in the community and that treats our employees as we do our clients: like gold. We serve clients statewide across California, specializing in estate planning, taxation, litigation, business formation, and more. Copenbarger and Copenbarger has received recognition including Martindale-Hubbell's Peer Review award, Martindale-Hubbell's Client Champion Gold award, Lawyers of Distinction award, Who's Who award, multiple Top Attorneys of North America awards, and more. However not only do we work hard to be the best at our practice, we have fun doing it! If you're looking for a family-like culture with real work-life balance, "Bro"-dal showers, company outings, and its own party-planning committee you can join, you've found the place (and please, don't be shy to ask more)!Firm Attorney's Awards and Recognition List:Martindale-Hubbell's Peer Review 2023Martindale-Hubbell's Client Champion Gold 2023Who's Who Continental 2022Top 500 Most Influential Professionals 2022Top Attorneys of North AmericaClient Champion Award Martindale-Hubbell 2019 & 2021Recognizing Excellence in Estate Planning 2021 & 2018Silicon Valley Business Journal's 40 UnderLegions of Honor 2021What's next when you come on board and grow with us?
Roughly $130,000 to $150,000 annually based on experience plus bonus opportunityLocation:
In office position based out of our Santa Ana, CA office. Some travel required.Job Type:
Full-time W-2 position with benefits
Copenbarger's Great Benefit Offerings:Health with employer-covered optionsDental with employer-covered optionsVision Insurance401(k)PTO/Paid vacation time, paid holidays, and paid sick timeBonus volunteer days off for specific eventsParental leaveContinuing education reimbursementFlexible working arrangements/work-from-home daysReferral programTrust & Estate Administration Associate Attorney Job Summary:Copenbarger & Copenbarger LLP, a full-service estate planning and elder law firm, is seeking a Trust and Estate Administration Associate Attorney to join our practice in our Orange County location. This is an excellent opportunity to join a top-rated firm that offers great benefits and a competitive salary, values work-life balance while working among industry-recognized attorneys, and a wonderful family-like work environment!The ideal candidate will have experience in trust & estate administration law and an understanding of trust and estate accounts, conservatorships, as well as the entire administration process.The firm is seeking someone who's personable and comfortable in a client-facing role, as you'll be regularly liaising with clients and internal staff.Trust & Estate Administration Attorney Responsibilities:Day-to-day includes meeting with individuals who lost a loved one and sensitively guiding them through the correct legal processes (such as probate, guardianship, conservatorship, etc.). This position is not involved in the trust/estate planning process but specifically the administrative end.Administer wills and trusts; prepare probate administration documents, conservatorship administration documents, estate administration documents, and accountsGather, inventory, identify, and value assetsDistribution, allocation, and funding of sub-trustsDrafting court documents (such as 850 petitions & 17200 petitions)Preparation and review of accounts, estate tax returns, and federal and state fiduciary income tax returnsConduct legal research as necessaryWorking with paralegals, legal assistants, other attorneys, and judges as necessaryComplete legal analyses of issues in claims, requiring knowledge and understanding of applicable case law and statutesEngage in direct communications via telephone and e-mail with attorneys, staff, and clientsParticipate in litigation-related events including but not limited to depositions, conferences, and hearingsOversee guardianship and probate matters from filing to discharge, including the use of restricted depository accounts and the creation of accountingsProperly track and record time billed on claim-related tasks, reaching monthly goals following the initial training periodTrust & Estate Administration Attorney Requirements:5+ years of trust and estate administration law experienceCompleted JD/Juris DoctorateCalifornia Bar Admission/Member in good standingMust be comfortable consulting with clients directly throughout their estate administration needsLLM in Tax or Estate Planning is a plusMust be able to write in a clear, logical, and grammatically correct manner, integrating legal analyses into workExcellent organization, computer skills, and math skillsAbility to analyze facts and discovery to apply to statutes and case law on pointAbility to verbally present case facts, legal analyses, and recommendationsAbility to work independently or with a teamWhy Join Copenbarger & Copenbarger:"Firm with a Heart" and "The Company Who Cares" we hold a Glassdoor rating of 4.5 stars, and we're proud of being a place employees want to work for!Established in 1979, you'll be joining a firm that's both well-respected in the community and that treats our employees as we do our clients: like gold. We serve clients statewide across California, specializing in estate planning, taxation, litigation, business formation, and more. Copenbarger and Copenbarger has received recognition including Martindale-Hubbell's Peer Review award, Martindale-Hubbell's Client Champion Gold award, Lawyers of Distinction award, Who's Who award, multiple Top Attorneys of North America awards, and more. However not only do we work hard to be the best at our practice, we have fun doing it! If you're looking for a family-like culture with real work-life balance, "Bro"-dal showers, company outings, and its own party-planning committee you can join, you've found the place (and please, don't be shy to ask more)!Firm Attorney's Awards and Recognition List:Martindale-Hubbell's Peer Review 2023Martindale-Hubbell's Client Champion Gold 2023Who's Who Continental 2022Top 500 Most Influential Professionals 2022Top Attorneys of North AmericaClient Champion Award Martindale-Hubbell 2019 & 2021Recognizing Excellence in Estate Planning 2021 & 2018Silicon Valley Business Journal's 40 UnderLegions of Honor 2021What's next when you come on board and grow with us?