Estate Planning & Trust Administration Associate Attorney

Orionplacement; Sacramento (CA); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Job summary

Orion Placement is seeking an attorney licensed in California to lead estate planning, trust administration, and probate matters in a hybrid Sacramento-based role. Expect mentorship, client-facing negotiations, and courtroom appearances with flexible first-six-month remote work.

The ideal candidate has 1+ years of relevant experience, strong drafting skills, and the ability to manage matters independently within a collaborative team. Competitive salary and comprehensive benefits offered.

Qualifications

• Active California State Bar license in good standing.
• 1+ years of estate planning and trust or probate administration experience preferred.
• Hands-on experience with trust documents, probate court filings, and appearances.
• Strong drafting, communication, and client relationship skills.
• Ability to manage matters independently while contributing to a collaborative team.
• Experience with trust litigation, disability trust administration, or WealthDocs software is a plus.

Responsibilities

• Guide clients through estate planning, trust creation, and administration with thoughtful legal advice.
• Draft, review, and revise revocable trusts, wills, powers of attorney, and related estate planning documents.
• Manage post-death trust administration, incapacity-related trust matters, and probate proceedings.
• Prepare probate court filings and represent clients at hearings and other court appearances.
• Lead client consultations, estate plan reviews, and document signing meetings.
• Support trust and estate litigation through legal research, discovery, drafting, and court proceedings as needed.
• Collaborate with paralegals and support staff to deliver an exceptional client experience.

Skills

Drafting

Client relations

Communication

Collaboration

Education

California Bar license

Tools

WealthDocs

Job description

Pay: $120,000.00 - $140,000.00 per year

Why This Is a Great Opportunity

• Enjoy a flexible hybrid schedule with significant remote flexibility during your first six months.
• Build a rewarding estate planning and trust administration career with a clear path to greater responsibility and leadership.
• Gain hands‑on mentorship and exposure to trust and estate litigation while strengthening your legal expertise.
• Work with a supportive legal team that handles administrative tasks so you can focus on practicing law.
• Receive quarterly performance bonuses, health insurance, flexible paid time off, retirement benefits, and paid State Bar dues.

Location

Sacramento, CA | Hybrid. Enjoy a mostly remote schedule for approximately the first six months, followed by a flexible hybrid arrangement. You'll need to live in the greater Sacramento area and be available for occasional in‑person client meetings, document signings, and court appearances.

Note

Candidates must hold an active California Bar license in good standing and have hands‑on estate planning, trust administration, and probate experience, including probate court filings and appearances. We welcome attorneys with 1+ years of relevant experience and are open to more experienced candidates.

About Us

Confidential Employer.

We're a client‑focused law firm dedicated to helping individuals and families protect their legacies and navigate life's important transitions. Our practice combines estate planning, trust and probate administration, and litigation with personalized guidance and compassionate client service. We believe in investing in our attorneys, encouraging professional growth, and creating a collaborative environment where great legal work makes a meaningful difference.

Job Description

• Guide clients through estate planning, trust creation, and administration with thoughtful legal advice.
• Draft, review, and revise revocable trusts, wills, powers of attorney, and related estate planning documents.
• Manage post‑death trust administration, incapacity‑related trust matters, and probate proceedings.
• Prepare probate court filings and represent clients at hearings and other court appearances.
• Lead client consultations, estate plan reviews, and document signing meetings.
• Support trust and estate litigation through legal research, discovery, drafting, and court proceedings as needed.
• Collaborate with paralegals and support staff to deliver an exceptional client experience.

Qualifications

• Active California State Bar license in good standing.
• 1+ years of estate planning and trust or probate administration experience preferred.
• Hands‑on experience with trust documents, probate court filings, and appearances.
• Strong drafting, communication, and client relationship skills.
• Ability to manage matters independently while contributing to a collaborative team.
• Experience with trust litigation, disability trust administration, or WealthDocs software is a plus.

Why You Will Love Working Here

You’ll join a team that values your expertise, supports your development, and gives you the opportunity to make a lasting difference for families. With flexible work arrangements, meaningful mentorship, a collaborative culture, and opportunities to grow into leadership, this is a place where you can build a fulfilling long‑term legal career.

JPC - 2846

Benefits:

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