Estate Planning & Probate Attorney

Orion Placement; California; Híbrido; USD 100 000 - 170 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) match

Hybrid work flexibility

Dental insurance

Life insurance

Vision insurance

Paid time off

Retirement plan

Resumo da oferta

Confidential Employer, a client-focused estate planning and probate practice, seeks a California-licensed attorney to own high-impact trusts, estates, and probate work while preserving a thoughtful, client-centered approach.

You will oversee revocable living trusts, probate administration, and asset protection in collaboration with a supportive team. A strong CA bar record and experience with 100+ revocable living trusts are essential for success in this role.

Qualificações

• Active California State Bar license in good standing.
• 10+ probate cases handled independently or with significant responsibility.
• Experience with 100+ revocable living trusts.
• Strong estate planning, trust, probate, and client counseling experience.
• Valid driver's license.
• Strong written and verbal communication skills.
• Excellent organization, judgment, attention to detail, and ability to manage multiple matters.
• Understanding of California Medi-Cal and long-term care asset rules is a strong plus.
• Experience in a law firm, in-house legal environment, or solo practice will be considered based on demonstrated experience and results.

Responsabilidades

• Advise clients on estate planning, trusts, probate, and related wealth and legacy planning matters.
• Prepare, review, and update revocable living trusts and comprehensive estate planning documents.
• Manage probate matters from initial strategy through administration and resolution.
• Guide clients and families through complex estate and trust administration issues.
• Identify opportunities to protect assets, minimize unnecessary probate exposure, and accomplish clients' long-term goals.
• Apply strong legal judgment to matters involving trusts, wills, powers of attorney, healthcare directives, and related planning documents.
• Communicate directly with clients in a clear, compassionate, and professional manner.
• Collaborate with the team to deliver a high-quality client experience and keep matters moving efficiently.
• Apply knowledge of California estate planning and probate law to develop practical solutions for clients.
• Bring an ownership mindset to your caseload, client relationships, and overall contribution to the practice.

Conhecimentos

Estate planning

Trusts & probate

Client counseling

Communication

Formação académica

Active California State Bar license

Descrição da oferta de emprego

Pay: $100,000.00 - $170,000.00 per year

Why This Is a Great Opportunity

• Join a growing estate planning and probate practice where your legal expertise directly helps families protect their assets, wishes, and legacies.
• Take meaningful ownership of sophisticated estate planning, trust, and probate matters rather than simply pushing files through a system.
• Work with clients on high-impact matters involving revocable living trusts, probate administration, estate planning, and asset protection.
• Enjoy a collaborative environment where performance and contribution are recognized through a performance-based bonus structure.
• Benefit from health insurance and a 401(k) plan with a 4% match when fully vested.
• Hybrid flexibility gives you the opportunity to balance meaningful client interaction with the flexibility today's attorneys value.

Location

Fair Oaks, CA - Hybrid, with flexibility for the right candidate and a remote radius of up to approximately 100 miles.

Note:

Must be a licensed California attorney with a valid driver's license, 10+ probate cases handled, and experience preparing or handling 100+ revocable living trusts. Candidates must have no disciplinary issues with the California State Bar or any other licensing agency.

About Us

We are a client-focused estate planning and probate law practice dedicated to helping individuals and families protect what they have built and carry out their wishes with confidence. Our work centers on thoughtful estate planning, trusts, probate, asset protection, and long-term care planning, with a strong emphasis on personal service and practical legal guidance. Confidential Employer.

Job Description

• Advise clients on estate planning, trusts, probate, and related wealth and legacy planning matters.
• Prepare, review, and update revocable living trusts and comprehensive estate planning documents.
• Manage probate matters from initial strategy through administration and resolution.
• Guide clients and families through complex estate and trust administration issues.
• Identify opportunities to protect assets, minimize unnecessary probate exposure, and accomplish clients' long-term goals.
• Apply strong legal judgment to matters involving trusts, wills, powers of attorney, healthcare directives, and related planning documents.
• Communicate directly with clients in a clear, compassionate, and professional manner.
• Collaborate with the team to deliver a high-quality client experience and keep matters moving efficiently.
• Apply knowledge of California estate planning and probate law to develop practical solutions for clients.
• Bring an ownership mindset to your caseload, client relationships, and overall contribution to the practice.

Qualifications

• Active California State Bar license in good standing.
• 10+ probate cases handled independently or with significant responsibility.
• Experience with 100+ revocable living trusts.
• Strong estate planning, trust, probate, and client counseling experience.
• Valid driver's license.
• Strong written and verbal communication skills.
• Excellent organization, judgment, attention to detail, and ability to manage multiple matters.
• Understanding of California Medi-Cal and long-term care asset rules is a strong plus.
• Experience in a law firm, in-house legal environment, or solo practice will be considered based on demonstrated experience and results.

Why You Will Love Working Here

You will have the opportunity to do substantive legal work that genuinely matters to families while working with a team that values initiative, accountability, and quality. We believe the attorney-client relationship should be personal and that strong performance should be recognized. If you want meaningful ownership of your work, professional flexibility, and the opportunity to make a measurable impact, this is a place where your experience can truly matter.

JPC-1771

Benefits

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance