Trusts and Estate Planning Attorney

Location Newport Beach, CA, United States Posted on Nov 28, 2024 Valid Through Dec 28, 2024 Profile Job Overview: A growing estate planning law firm in Newport Beach is seeking a dedicated and empathetic Associate Trust and Estates Attorney to join their team. The ideal candidate will have experience in estate planning, special needs planning, trust administration, probate, or conservatorships, and a passion for providing exceptional service to clients. This role offers the opportunity to build a long-term career in a supportive, team-oriented environment, where contributions directly impact clients' lives. The firm values professional growth, work-life balance, and meaningful client relationships. Duties: Prepare, review, and edit legal documents, including Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, and Declarations in Probate Law Manage court-supervised trust administrations, probate cases, and conservatorship matters from start to finish Review Probate Notes and Tentative Rulings, and prepare responses via supplements Collaborate with the Owner and Senior Associate Attorney to ensure efficient case management Delegate work to paralegals, legal assistants, and law clerks, while overseeing quality and progress Lead and participate in client consultations and meetings Cultivate relationships with clients by maintaining consistent and timely communication Appear at hearings and represent clients in court Coordinate with the billing department to generate invoices for client matters Requirements: Minimum of 2 years of experience in at least two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate Licensed to practice law in California (California State Bar membership required) Ability to handle client matters and cases independently after an orientation and period of monitored work Strong work ethic and commitment to delivering high-quality legal services Excellent communication skills, both verbal and written Proficient in MS Office Suite, timekeeping, and case management software High emotional intelligence and empathy—must demonstrate compassion for clients and colleagues Ability to work well in a team-oriented environment Detail-oriented, reliable, and well-organized Education: Juris Doctor (J.D.) degree from an accredited law school Certifications: Active membership in the California State Bar Skills: Estate Planning and Special Needs Planning Trust Administration and Probate Law Legal Document Preparation and Court Filings Client Relations and Communication Legal Research and Case Management Time Management and Organization Emotional Intelligence and Compassion

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