Associate Attorney – Trusts, Estates & Probate Growth

Orionplacement; San Jose (CA); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

401(k) with matching

Health insurance

Life insurance

Vision insurance

Paid time off

Job summary

Orionplacement in San Jose, CA seeks an experienced probate and estate planning attorney to manage matters from intake to conclusion. This on-site role offers significant case ownership with guidance from a senior attorney.

You will handle estate planning, probate administration, trusts and conservatorships, and related court filings while collaborating with a paralegal team. Active CA Bar and 2+ years' experience required.

Qualifications

• Juris Doctor from an accredited law school.
• Active California Bar license in good standing.
• 2+ years of probate, estate planning, trusts and estates, or probate litigation experience.
• Strong interest in building a long term career in trusts and estates.
• 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.

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

Excellent written and verbal skills

Analytical, problem-solving, organized

Independent with team collaboration

Tech-savvy with legal software

Spanish fluency is a plus

Education

Juris Doctor from an accredited law school

California Bar license in good standing

Tools

WealthDocs

Job description

Orionplacement in San Jose, CA seeks an experienced probate and estate planning attorney to manage matters from intake to conclusion. This on-site role offers significant case ownership with guidance from a senior attorney.

You will handle estate planning, probate administration, trusts and conservatorships, and related court filings while collaborating with a paralegal team. Active CA Bar and 2+ years' experience required.