Senior Trusts Estates And Probate Attorney

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Job Title: Senior Trusts, Estates, And Probate Attorney

Job Overview:
A respected law firm based in Newport Beach, CA, is seeking a seasoned attorney with significant experience in Trusts, Estates, Probate, and Conservatorships. This full-time, on-site opportunity (with hybrid flexibility post-training) is ideal for a legal professional passionate about offering strategic guidance, empathetic client service, and skilled management of estate and probate matters from start to finish. The ideal candidate brings leadership, legal acumen, and a commitment to long-term professional growth within a collegial and community-focused environment.

Duties:

• Draft, edit, and review legal instruments including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions

• Manage all phases of Trust Administration, Probate, and Conservatorship cases independently

• Consult with clients on the design and implementation of Revocable Living Trusts and Special Needs Trusts

• Address and resolve Probate Notes and Tentative Rulings by preparing appropriate legal supplements

• Conduct client meetings and provide consistent communication throughout the representation

• Supervise paralegals, legal assistants, and clerks, ensuring effective case progress

• Represent clients in court hearings related to probate and conservatorship matters

• Coordinate with the billing team to finalize and issue client invoices

Requirements:

• Minimum of 5-7 years of hands-on legal experience in estate planning, probate, conservatorship, or related practice areas

• Licensed and in good standing with the California State Bar

• Proven ability to manage a full caseload with minimal supervision after initial onboarding

• Attention to detail and strong organizational habits

• Excellent written and oral communication skills

• Technological proficiency with Microsoft Office, legal case management platforms, and time-tracking software

• Demonstrated emotional intelligence and client-focused professionalism

Education:

• Juris Doctor (JD) from an accredited law school

Certifications:

• Active membership in the California State Bar (mandatory)

Skills:

• Strong legal drafting and analytical reasoning

• Effective team leadership and delegation capabilities

• Client-centered service orientation

• Time management and task prioritization

• Familiarity with California probate and conservatorship procedures

Job Location:

• Newport Beach, CA

• In-office presence required; hybrid work model available following a successful training period

Benefits:

• Eligibility for annual performance-based bonus

• Sign-on incentive for qualified candidates

• Negotiable vacation policy for attorneys

• Paid holidays include major U.S. observances

• Comprehensive health insurance (medical, dental, vision, life)

• 401(k) retirement plan with 4% employer matching

• Opportunities for continuing legal education and professional growth

• Annual bar dues covered

• Complimentary on-site parking

Company info

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