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Estate Planning Attorney

Law Office of Susan A. Katzen

Estate Planning Attorney

Newport Beach, CA
Paid
  • Responsibilities

    Are you a skilled attorney experienced in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Are you seeking a position at a firm where your contributions truly make a difference? We are in search of a dedicated and empathetic full-time Associate Trust and Estates Attorney who is eager to build a lasting career and be part of a supportive environment. This role offers more than just a job; it presents a special opportunity to have a rewarding career at a firm recognized in the community for delivering exceptional legal services. We are seeking the right individual to join us in this role and help us continue to support and care for our clients. Our ideal candidate is a motivated self-starter, reliable, well-organized, and detail-oriented individual. We seek an excellent communicator, both verbally and in writing, who shows initiative, can work efficiently in a fast-paced setting, and is capable of working independently and as part of a team. Responsibilities: • Preparing, reviewing, and editing Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, Declarations, and other pleadings in the area of Probate Law • Overseeing Court Supervised Trust Administrations, Probate cases, and Conservatorship cases from inception to closure of the case • Reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements • Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline • Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work • Leading and participating in initial consultations and client meetings • Cultivating relationships with the firm’s existing and future clients by maintaining consistent and timely communication • Appearing at hearings • Coordinating with the billing department to generate invoices on matters Qualifications: Our ideal Trust and Estates Attorney would have demonstrated experience in the following: • Minimum of two (2) years experience in any two of the following areas: Estate Planning, Special Needs Planning, Trust Administration, Conservatorships, and/or Probate • Licensed with the California State Bar • Has the capacity to handle matters and clients independently (after a period of orientation and monitored work) • Is willing to work hard to see that clients receive top-notch service and results • Has strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software • Must have emotional intelligence and empathy. Our ideal Associate Attorney must have compassion for our clients and for humankind, and cannot be someone who cannot deal well with people • We are strong believers in the team approach and our office is a team environment, so if you are not a team player, this is not the job for you Compensation: $90,000 - $120,000 yearly DOE + bonus

    • Preparing, reviewing, and editing Accounting Petitions, Petitions for Instructions, Probate Petitions, Conservatorship Petitions, Ex Parte Applications, Declarations, and other pleadings in the area of Probate Law • Overseeing Court Supervised Trust Administrations, Probate cases, and Conservatorship cases from inception to closure of the case • Reviewing Probate Notes and Tentative Rulings and addressing the same via Supplements • Collaborating with the Owner and Senior Associate Attorney to ensure case progress through the pipeline • Delegating work to paralegals, legal assistants, and law clerks, and monitoring their work • Leading and participating in initial consultations and client meetings • Cultivating relationships with the firm’s existing and future clients by maintaining consistent and timely communication • Appearing at hearings • Coordinating with the billing department to generate invoices on matters