
Trusts, Estates & Probate Attorney
Law Office of Susan A. Katzen • Newport Beach, CA, US
Description
Are you a skilled lawyer specializing in Estate Planning, Special Needs Planning, Trust Administration, Probate, or Conservatorships? Do you seek an opportunity to have a significant impact at a reputable firm? We are currently hiring a full-time Associate Attorney who is enthusiastic about establishing a long-lasting career and becoming part of a supportive team. This role goes beyond typical employment; it offers a unique opportunity to develop a fulfilling career at a well-respected firm known for its exceptional legal services in the local community. Our perfect candidate is a motivated individual who is dependable, highly organized, and detail-oriented. We are looking for an effective communicator with excellent verbal and written skills, a proactive approach, skilled at thriving in a dynamic environment, and capable of excelling both independently and as part of a team.
Responsibilities
- Review and revise various legal documents pertaining to Probate Law including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions
- Oversee Trust Administrations, Probate cases, and Conservatorship cases throughout the entire process
- Address Probate Notes and Tentative Rulings by supplying Supplements as needed
- Collaborate closely with the Owner and Senior Associate Attorney to ensure case progression
- Assign duties to paralegals, legal assistants, and law clerks while supervising their tasks
- Conduct initial consultations and meetings with clients
- Sustain strong client connections through regular and prompt communication
- Advocate for clients during hearings
- Coordinate with the billing department to create and dispatch invoices
Qualifications
- The ideal Trusts, Estates & Probate Attorney for our firm in Newport Beach, CA should possess a minimum of four (4) 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
$100,000 - $140,000/year
About Law Office of Susan A. Katzen
The Law Office of Susan A. Katzen is a Newport Beach law firm focused on estate planning, special needs planning, and settlement planning. For over 45 years, we’ve helped families protect what matters most with compassion, clarity, and deep expertise. We offer competitive benefits:
We offer competitive benefits:
- Medical, dental, and vision insurance with employer contribution
- 401(k) with employer match
- Paid time off and paid holidays
- Paid parking in Newport Beach
- Professional development and training opportunities
- A stable, mission-driven environment serving families, individuals, and caregivers
If you want your work to support a mission that truly matters and enjoy being a trusted partner to a CEO, this role offers both challenge and meaning.
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