Associate Attorney, Probate & Estate Planning

Orion Placement; San Jose (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with matching

Health insurance

Life insurance

Vision insurance

Paid time off

Job summary

Confidential Employer. in San Jose, CA is seeking an experienced attorney to manage estate planning and probate matters from intake through conclusion.

You will draft documents and advise clients on comprehensive planning, while collaborating with a senior attorney and paralegals to deliver excellent service. The role requires a California Bar in good standing and 2+ years of relevant probate/estate planning experience, with strong writing, analytical, and communication skills.

Qualifications

• Juris Doctor from an accredited law school.
• Active California Bar license in good standing.
• 2+ years of directly relevant probate, estate planning, trusts and estates, or probate litigation experience.
• Strong interest in building a long term career in trusts, estates, probate, and related planning matters.
• Excellent written and verbal communication skills.
• Strong analytical, problem solving, organizational, and follow through skills.
• Ability to manage matters independently while collaborating effectively with a team.
• Strong computer proficiency and comfort learning new legal technology.
• Spanish fluency is a plus.
• Strong candidates with additional relevant experience are welcome to apply.

Responsibilities

• Manage estate planning and probate matters from initial client intake through successful conclusion.
• Draft and review estate planning documents and assist clients with comprehensive planning needs.
• Handle probate administration following death, including court filings and related legal matters.
• Work on special needs planning and matters involving families with loved ones with disabilities.
• Assist with court supervised trust matters, trust administration, and court accountings.
• Handle conservatorship matters and support clients through complex court supervised processes.
• Communicate directly with clients, opposing counsel, courts, and other relevant parties.
• Conduct legal research and analysis and develop practical solutions to complex legal issues.
• Work closely with a senior attorney while progressively taking on greater responsibility and autonomy.
• Collaborate with paralegal and administrative staff to move matters efficiently and provide an excellent client experience.
• Maintain organized files, meet deadlines, and ensure matters are handled with exceptional attention to detail.

Skills

Estate planning experience

Probate experience

Legal research and analysis

Client communication

Spanish fluency (plus)

Education

Juris Doctor from an accredited law school

Tools

WealthDocs

Job description

• Join a growing, mission driven legal practice where your work directly supports families navigating important estate, probate, trust, conservatorship, and special needs planning matters
• Take meaningful ownership of cases from intake through conclusion while receiving guidance and support from an experienced senior attorney
• Build broad experience across estate planning, probate administration, court supervised trusts, conservatorships, court accountings, and special needs planning
• Work with dedicated paralegal and administrative support so you can focus on delivering high quality legal services
• Enjoy a collaborative environment built around integrity, compassion, teamwork, and work life balance
• Develop your career with significant room for long term growth and increasing responsibility
• Receive a strong benefits package including 401(k) with matching, health insurance, life insurance, vision insurance, and paid time off

Location:

San Jose, California. This is a fully on site position offering the opportunity to work closely with our attorneys, staff, and clients in a collaborative, hands on environment. Candidates may relocate at their own expense; relocation assistance is not provided.

Note:

You must be an active member of the California State Bar in good standing and have 2+ years of directly relevant experience handling probate, estate planning, trust and estate litigation, or closely related trust and estates matters.

About Us

We are a boutique legal practice dedicated to providing excellent, compassionate, and cost effective legal services to families facing important planning and life transition matters. Our team values integrity, collaboration, strong client relationships, and the opportunity to make a meaningful difference in the lives of the people we serve. Confidential Employer.

Job Description

• Manage estate planning and probate matters from initial client intake through successful conclusion
• Draft and review estate planning documents and assist clients with comprehensive planning needs
• Handle probate administration following death, including court filings and related legal matters
• Work on special needs planning and matters involving families with loved ones with disabilities
• Assist with court supervised trust matters, trust administration, and court accountings
• Handle conservatorship matters and support clients through complex court supervised processes
• Communicate directly with clients, opposing counsel, courts, and other relevant parties
• Conduct legal research and analysis and develop practical solutions to complex legal issues
• Work closely with a senior attorney while progressively taking on greater responsibility and autonomy
• Collaborate with paralegal and administrative staff to move matters efficiently and provide an excellent client experience
• Maintain organized files, meet deadlines, and ensure matters are handled with exceptional attention to detail

Qualifications

• Juris Doctor from an accredited law school
• Active California Bar license in good standing
• 2+ years of directly relevant probate, estate planning, trusts and estates, or probate litigation experience
• Strong interest in building a long term career in trusts, estates, probate, and related planning matters
• Excellent written and verbal communication skills
• Strong analytical, problem solving, organizational, and follow through skills
• Ability to manage matters independently while collaborating effectively with a team
• Strong computer proficiency and comfort learning new legal technology
• Experience with WealthDocs is a plus
• Spanish fluency is a plus
• Strong candidates with additional relevant experience are welcome to apply

Why You Will Love Working Here

You will have the opportunity to build a meaningful long term legal career while working on matters that genuinely impact clients and their families. We offer hands on mentorship, meaningful responsibility, strong administrative support, and a collaborative team that values both professional excellence and a healthy balance between work, family, and life. As you grow with us, you will have the opportunity to expand your skills, deepen your expertise, and make a visible impact on our clients and our practice.