Estate Planning / Trust Administration Attorney

Profile

Job Overview

A law firm is seeking an experienced Estate Planning and Trust Administration Attorney in Newport Beach, CA. This position is ideal for a professional with a strong background in estate planning and trust administration, who is motivated to grow within a firm that values work-life balance and entrepreneurial spirit. The role offers potential for partnership and opportunities to contribute to the firm’s development and culture.

Location

• Newport Beach, CA

Duties

General Work:

• Provide legal advice to clients to achieve their estate planning goals.
• Manage multiple legal matters independently or collaboratively with a team.
• Assign tasks to associates and support staff for efficient case management.
• Prepare case theories, memorandums, and reports for senior management.
• Conduct due diligence in matters related to contracts and agreements.

Client Management:

• Consult with leadership on complex client matters.
• Build and maintain strong client relationships through effective communication.
• Understand clients’ businesses, economic drivers, and specific requirements to provide tailored advice.

Business Development:

• Participate in marketing initiatives and contribute to business development efforts.
• Network and prospect for new clients through outreach, writing, and speaking engagements.
• Engage in corporate social responsibility, pro bono work, and other firm activities to enhance the firm’s culture.
• Mentor associates and legal assistants to strengthen their professional skills.

Requirements

• Six (6) to twelve (12) years of experience in estate planning and trust administration.
• Demonstrated expertise in drafting various types of trusts for both taxable and nontaxable estates.
• Active membership in good standing with the California State Bar.
• Proven ability to manage complex client matters with professionalism and attention to detail.

Education

• Juris Doctor (J.D.) from an accredited law school.
• LL.M. in Taxation preferred but not required.

Certifications

• Active California State Bar license.

Skills

• Strong written and verbal communication skills.
• Exceptional attention to detail and professionalism.
• Ability to work both independently and collaboratively in a team setting.
• Excellent organizational and time-management skills.
• Client-focused approach with a commitment to providing high-quality legal service.

Benefits

• Opportunity for partnership within the firm.
• Supportive work environment promoting work-life balance.
• Engagement in meaningful professional and personal development initiatives.

Company info

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