Trust Administration and Probate Associate Attorney

Profile

Job Overview

A law firm seeks a Trust Administration and Probate Associate Attorney in Costa Mesa, CA. This role involves guiding clients through complex estate and trust matters, ensuring seamless legal processes, and providing compassionate support. The position offers a chance to work on diverse cases in a collaborative environment that values professional growth and meticulous legal practice.

Duties

• Draft, review, and edit accounting, probate, and conservatorship petitions and other pleadings.
• Oversee trust administrations, probate, and conservatorship cases from inception to closure.
• Review probate notes and tentative rulings.
• Appear at hearings.
• Collaborate with partners and associate attorneys to ensure case progress.
• Delegate work to paralegals, secretaries, and clerical staff, and monitor their work.
• Lead and participate in initial consultations and client meetings.

Requirements

• Active/licensed attorney in good standing with the CA State Bar.
• Minimum 3 years of experience.
• Strong legal research, writing, and analytical skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Attention to detail, highly organized, and able to handle multiple cases.
• Proficiency with MS Office Suite (Outlook, Word, and Excel) and Adobe Acrobat.

Education

• Juris Doctor (JD) degree.

Certifications

• Licensed to practice law in California.

Skills

• Strong legal research and writing skills.
• Excellent communication and interpersonal abilities.
• Proficiency in MS Office Suite and Adobe Acrobat.

Benefits

• 401(k) with matching.
• Medical and dental insurance.
• Life insurance.
• Paid time off.
• Short and long-term disability insurance.
• Other supplemental benefit options.

Company info

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