Trusts and Estate Planning Attorney

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.

Location:

• Newport Beach, CA

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

Benefits:

• Bonus structure based on performance
• Opportunities for career growth and professional development
• Supportive, collaborative work environment
• Work-life balance initiatives

Company info

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