We are seeking a versatile and experienced Probate Trust Administration Attorney to join our distinguished estate planning law firm on a part-time basis.
This role encompasses both probate and trust administration responsibilities as well as potential litigation involvement.
The ideal candidate will be adept at navigating the complexities of estate administration, providing expert legal advice, and representing clients in both transactional and contentious matters.
Compensation:
$35 - $50 hourly
Responsibilities:
Maintain a large caseload and manage cases from inception through closing
Assist clients in the administration of trusts, ensuring proper distribution of assets to beneficiaries
Independently handle day-to-day decision-making on assigned cases
Negotiate and draft settlement agreements when applicable
Develop case strategy and provide leadership and direction to Paralegals and Legal Assistants regarding casework
Regularly consult with clients and third parties to effectively move cases forward and to a successful conclusion
Perform monthly case reviews to ensure clients receive proactive communication
Enter client notes and billable time into the Case Management System
Conduct intense point-related research and analyze case-specific legal issues to prepare documentation
Attend court hearings, mediations, and settlement conferences to advocate for clients’ interests
Work collaboratively with the team, including staff members at all levels of experience and knowledge
Cultivate relationships with the Firm’s clients
Adhere to the Firm’s policies and procedures
Qualifications:
Graduate from an accredited law school and be licensed to practice law for the state(s) in which working
Be in good standing with the California Bar Association
Litigation experience in probate and trust administration
About Company
We are a boutique law firm that focuses on estate planning, probate, and trust administration.
We pride ourselves on delivering a personalized, seamless client experience by combining expert legal knowledge with cutting-edge technology.
At our firm, teamwork is at the heart of everything we do.
Our mission is simple: to understand and meet each client's unique needs with compassion, empathy, and respect.
Together, we work tirelessly to provide unwavering support for clients and their families, ensuring a smooth journey through the complexities of estate matters.
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