Senior Trusts - Estates & Probate Attorney

Law Office of Susan A. Katzen

Senior Trusts - Estates & Probate Attorney

Newport Beach, CA
Full Time
Paid
  • Responsibilities

    Senior Trusts - Estates Probate Attorney in Newport Beach, CA, US: Seeking an experienced Senior Attorney to join a reputable firm in Newport Beach, CA, with a focus on Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships. Sign-on bonus is available for the right candidate who aligns with our well-balanced culture and is dedicated to professional growth. The full-time Senior Associate Attorney position is open for someone enthusiastic about building a long-term career in a supportive team environment. This opportunity offers more than just a job; it provides a chance to establish a fulfilling career at a respected firm known for exceptional legal services in the local community. Ideal candidate traits include motivation, reliability, strong organizational skills, attention to detail, effective communication abilities, a proactive mindset, and the capacity to excel both independently and collaboratively in a dynamic setting. Responsibilities: • Review and edit various legal documents such as Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions • Supervise Trust Administrations, Probate cases, and Conservatorship cases from start to finish • Handle Probate Notes and Tentative Rulings by providing necessary Supplements • Work closely with the Owner and other Senior Associate Attorney to ensure smooth case progression • Delegate tasks to paralegals, legal assistants, and law clerks while overseeing their work • Conduct initial consultations and meetings with clients • Maintain strong client relationships through regular and timely communication • Represent clients during hearings • Collaborate with the billing department to generate and send out 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, Conservatorships, 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 - $140,000 yearly DOE + bonus

    • Review and edit various legal documents such as Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions • Supervise Trust Administrations, Probate cases, and Conservatorship cases from start to finish • Handle Probate Notes and Tentative Rulings by providing necessary Supplements • Work closely with the Owner and other Senior Associate Attorney to ensure smooth case progression • Delegate tasks to paralegals, legal assistants, and law clerks while overseeing their work • Conduct initial consultations and meetings with clients • Maintain strong client relationships through regular and timely communication • Represent clients during hearings • Collaborate with the billing department to generate and send out invoices

  • Compensation
    $120,000-$140,000 per year