Estate Planning Attorney

Law Office of Susan A. Katzen; Newport Beach (CA); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Paid vacation

Paid holidays

401(k) with employer match

Life insurance

Company-paid continuing education and

Job summary

The Law Office of Susan A. Katzen in Newport Beach, CA is seeking an Associate Attorney with 1 to 2 years of experience in estate planning, probate, conservatorships, and special needs planning.

You will work closely with seasoned Trusts & Estates attorneys to develop independence while delivering compassionate, client-focused legal services. This role offers mentorship, meaningful client interactions beyond drafting documents, and opportunities for professional development.

Qualifications

• Bar license in California and in good standing.
• 1 to 2 years of estate planning, probate, conservatorships, or special needs planning experience.
• Strong writing, communication, and organizational skills.
• Compassionate, emotionally intelligent, and detail-oriented with good time management.
• Proficient with Microsoft Office and case management software.
• Team player with a positive attitude and work ethic.

Responsibilities

• Assist with estate planning, probate, and conservatorship matters.
• Prepare petitions, pleadings, retainer agreements, and filings.
• Attend client meetings and consultations.
• Collaborate with attorneys, paralegals, and staff.
• Maintain proactive client communication.
• Support firm systems and client services as experience grows.
• Appear at hearings as needed.

Skills

Writing skills

Communication

Organization

Team player

Attention to detail

Emotional intelligence

Education

California State Bar license

Tools

Microsoft Office

Case management software

Job description

ASSOCIATE ATTORNEY (1 to 2 Years of Experience)

Estate Planning, Special Needs Planning, Probate, and Conservatorship, Newport Beach, CA

Build Your Career. Learn From Experienced Mentors. Make a Difference. Are you an attorney with 1 to 2 years of experience who is looking for more than another associate position? Do you want to work alongside experienced attorneys who will invest in your professional growth, offer meaningful client interactions, and help you become the attorney you've always wanted to be? If you're looking for a firm where you'll be mentored, not micromanaged, and where your work truly impacts clients and their families, we'd love to meet you.

Why You'll Love Working Here

• Direct mentorship from experienced Trust & Estates attorneys
• Meaningful client interaction, not just drafting documents
• Hands-on experience with Estate Planning, Probate, Conservatorships, and Special Needs Planning
• Company-paid continuing education and professional development
• Competitive salary, bonus opportunities, health insurance (medical, dental, and vision), life insurance, paid vacation, paid holidays, and 401(k) with employer match
• A clear career path with opportunities for advancement

About the Position

As an Associate Attorney, you'll work closely with experienced attorneys while developing the knowledge and confidence to independently manage matters over time. This position is ideal for someone who enjoys learning, takes initiative, communicates well, and genuinely cares about helping clients through significant life events. You'll gain hands-on experience while receiving the mentorship and support necessary to build a successful long-term career in Trusts & Estates law.

Responsibilities

• Assist with Special Needs, Probate, and Conservatorship matters
• Prepare and review petitions, pleadings, retainer agreements, and court filings
• Attend client meetings and consultations
• Collaborate with attorneys, paralegals, and legal assistants
• Maintain proactive communication with clients
• Appear at hearings as experience develops
• Help improve firm systems and procedures, and client service

Qualifications

• Licensed and in good standing with the California State Bar
• 1 to 2 years of experience in Estate Planning, Probate, Conservatorships, or Special Needs Planning
• Strong writing, communication, and organizational skills
• Compassionate and emotionally intelligent
• Detail-oriented with excellent time management skills
• Comfortable using Microsoft Office and case management software
• Team player with a positive attitude and strong work ethic

Compensation

$95,000.00 - $125,000.00 yearly DOE + Bonus

We're Building Careers Not Filling Positions

At the Law Office of Susan A. Katzen, we believe exceptional client service begins with exceptional people. We're committed to building careers, not simply filling positions. We invest in our attorneys and staff through mentorship, collaboration, continuing education, leadership opportunities, and professional development because we know that when our team grows, our clients receive the very best representation.

Our firm provides exceptional personalized legal services and peace of mind that empowers clients to plan for and protect the two most important things in their lives: the people they love (especially those loved ones with a disability) and the assets they possess.

Our commitment lies in offering practical solutions to safeguard clients now and in the future, and guiding them through life's transitions and hurdles. If you are looking for meaningful work with a firm that values integrity, communication, and excellence, we'd love to meet you.