Attorney Trust Administration

Profile

Job Overview

A law firm seeks a highly capable, motivated associate attorney with experience in trust and estate administration in Irvine, CA. The role involves guiding trustees through the trust administration process and collaborating with a team to ensure efficient case management.

Duties

• Counsel trustees through all phases of the trust administration process.
• Prepare trust administration documents, including asset distribution and sub-trust funding.
• Gather, inventory, identify, and value trust and estate assets.
• Prepare and review trust accountings, estate tax returns, and gift tax returns.
• Draft and file court documents, such as probates and petitions.
• Oversee court matters from petition filing to receipt of signed orders.
• Conduct legal research and analysis to support trust and estate matters.
• Collaborate with paralegals, legal assistants, and other attorneys.
• Communicate directly with clients and advisors.

Requirements

• J.D. from an accredited law school; member in good standing of the California Bar.
• Minimum 3 years of experience in trust and estate administration.
• Completed LLM in Taxation is strongly preferred.
• Ability to write clearly and logically, integrating legal analyses.
• Excellent organization, computer, and math skills.
• Ability to analyze facts and apply statutes and case law.
• Ability to present case facts and legal analyses verbally.
• Ability to work independently or with a team.

Education

• J.D. from an accredited law school.

Certifications

• Member in good standing of the California Bar.

Skills

• Clear and logical writing.
• Excellent organization and computer skills.
• Strong analytical abilities.
• Effective verbal communication.

Benefits

• 5 medical plans with HSA options.
• Dental and vision plans.
• 401(k) plan with employer matching.
• Great working environment.

Company info

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