Overview

Senior Trust, Estate & Probate Attorney Jobs in Newport Beach, California, USA at Bighornlaw

Posted 2 days ago

Description

Seeking a seasoned Senior Attorney to join a reputable firm in Newport Beach, CA, specializing in Estate Planning, Special Needs Planning, Trust Administration, Settlement Planning, Probate, and Conservator ships. Opportunity for a sign-on bonus for the suitable candidate who resonates with our well-rounded culture and is committed to professional development. Full-time Senior Associate Attorney role available for individuals passionate about establishing a long-lasting career in a supportive team environment.

This position offers more than just employment; it presents an opportunity to build a rewarding career at a respected firm renowned for outstanding legal services in the local community. Desired candidate qualities include drive, dependability, excellent organizational abilities, keen attention to detail, strong communication skills, a proactive approach, and the capability to thrive both autonomously and collaboratively in a dynamic environment.

Responsibilities

Drafting, reviewing and revising a variety of legal documents including Trusts, Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions

Overseeing Trust drafting, Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process

Managing Probate Notes and Tentative Rulings by supplying necessary Supplements

Collaborating closely with the Owner and other Senior Associate Attorney to ensure seamless case progression

Assigning duties to paralegals, legal assistants, and law clerks while supervising their tasks

Conducting initial consultations and meetings with clients

Maintaining strong client relationships through consistent and timely communication

Working in conjunction with the billing department to create and send invoices.

Qualifications

The ideal Trusts, Estates & Probate Attorney for our firm in Newport Beach, CA should possess a minimum of 7-10 years of experience in Estate Planning, Special Needs Planning, Trust Administration, Conservator ships, or Probate

Must be licensed with the California State Bar

Demonstrated ability to handle legal matters and clients independently after an orientation and supervision period

Dedication to delivering top-notch service and achieving excellent results for clients

Proficient in using MS Office Suite, timekeeping, and case management software with strong computer skills

Must exhibit emotional intelligence and empathy towards clients and individuals

Ability to work effectively in the office environment as this is not a remote position

Compensation

$120,000 – $160,000 yearly DOE + bonus

About Law Office of Susan

A. Katzen

We are a growing Trust, Estates, and Special Needs law firm based in Newport Beach, CA. Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess. We assist clients and their families through significant life changes, ensuring they feel cared for and supported by a team that truly advocates for them.

Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life’s transitions and hurdles. We practice exclusively in the areas of Estate Planning, Special Needs Planning, Conservator ships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.

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Title: Senior Trust, Estate & Probate Attorney

Company: Bighornlaw

Location: Newport Beach, California, USA

Category: Law/Legal (Lawyer, Legal Counsel)

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