Job 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 Conservatorships. - 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
• Representing clients during hearings
• 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, 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

About Company: 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, Conservatorships, Settlement Planning, Trust Administration, and Probate. We do not perform any litigation services.

Job Tags

Full time, Local area, Relocation bonus,

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