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Job Details

Trusts and Estate Planning Attorney

Company name
BCG Attorney Search

Experience
1-8 yrs required

Location
Newport Beach, CA, United States

Industry
Legal

Posted on
May 27, 2025

Valid Through
Jun 26, 2025

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

BCG Attorney Search

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