Attorney Trust Administration

Profile

Job Overview

A law firm seeks a highly capable and motivated associate attorney with experience in trust and estate administration in Irvine, CA. The role offers a collaborative work environment with opportunities for career growth and a variety of perks and benefits to enhance the team's experience.

Duties

• Counsel trustees through all phases of the trust administration process.
• Prepare trust administration documents, including those related to asset distribution and sub-trust funding.
• Gather, inventory, identify, and value trust and estate assets.
• Prepare and/or 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 court orders.
• Conduct legal research and analysis to support trust and estate matters.
• Collaborate with paralegals, legal assistants, and other attorneys for efficient case management.
• 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 as an attorney 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 them to statutes and case law.
• Ability to verbally present case facts, legal analyses, and recommendations.
• 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 skills.
• Strong organizational and computer skills.
• Proficient in math and legal analysis.
• Effective verbal communication.
• Ability to work independently and collaboratively.

Benefits

• 5 medical plans with 3 options offering an employer-funded HSA.
• Dental and vision plans.
• 401(k) plan with significant employer matching.
• Great working environment.

Company info

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