Estate Planning & Trust Administration Attorney

Orion Placement; San Jose (CA); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Vision insurance

Job summary

Confidential Employer in San Jose, CA seeks an attorney with an active California Bar license and 1+ year of estate planning experience. This role focuses on drafting revocable trusts and related documents, guiding clients through consultations, and handling post-death trust administration and probate matters.

You will collaborate with experienced attorneys, attend client meetings and court appearances, and work with a supportive team to grow the estate practice and assume increasing

Qualifications

• Active California Bar license in good standing.
• 1+ years of estate planning experience.
• 1+ years of post-death trust administration or probate experience.
• Experience drafting or revising revocable trusts and related documents.

Responsibilities

• Draft, review, and revise revocable trusts, wills, and estate planning documents.
• Guide clients through estate planning consultations, document reviews, and signing meetings.
• Manage post-death trust administration and probate matters, including petitions, accountings, and court filings.
• Advise trustees, beneficiaries, and families on trust administration and estate-related matters.
• Collaborate with experienced attorneys on trust and estate litigation matters when needed.
• Represent clients in probate court proceedings and other appropriate appearances.
• Work closely with our paralegals and support team to provide exceptional client service.
• Take ownership of matters and contribute to the continued growth of our practice.

Skills

Legal writing

Client communication

Attention to detail

In-person meetings

Tools

Document drafting

Job description

Pay: $120,000.00 - $150,000.00 per year

Why This Is a Great Opportunity

• Build a rewarding career in estate planning and trust administration with a supportive, collaborative team.
• Enjoy a flexible hybrid schedule that offers greater work-life balance.
• Gain valuable exposure to trust and estate litigation with hands-on mentorship from experienced attorneys.
• Grow into a leadership role as our trust administration and probate practice expands.
• Focus on meaningful legal work with experienced paralegals and administrative support.
• Take advantage of monthly performance bonuses, origination bonuses, and excellent benefits.

Location

San Jose, CA | Hybrid

Enjoy the flexibility of working remotely while staying connected with our team for client meetings, document signings, and court appearances. Candidates should live within commuting distance of the San Jose area.

Note

Applicants must have an active California Bar license, at least 1 year of estate planning experience, and at least 1 year of post-death trust administration or probate experience. We welcome attorneys who are eager to grow and take on greater responsibility.

About Us

Confidential Employer.

We are a client-focused trusts and estates law firm dedicated to helping individuals and families protect their legacies, navigate important life transitions, and resolve complex estate matters. Our team combines thoughtful estate planning, compassionate client service, and skilled legal advocacy. We believe in mentorship, collaboration, and creating opportunities for our attorneys to thrive.

Job Description

• Draft, review, and revise revocable trusts, wills, and estate planning documents.
• Guide clients through estate planning consultations, document reviews, and signing meetings.
• Manage post-death trust administration and probate matters, including petitions, accountings, and court filings.
• Advise trustees, beneficiaries, and families on trust administration and estate-related matters.
• Collaborate with experienced attorneys on trust and estate litigation matters when needed.
• Represent clients in probate court proceedings and other appropriate appearances.
• Work closely with our paralegals and support team to provide exceptional client service.
• Take ownership of matters and contribute to the continued growth of our practice.

Qualifications

• Active California State Bar license in good standing.
• 1+ years of estate planning experience.
• 1+ years of post-death trust administration or probate experience.
• Experience drafting or revising revocable trusts and related documents.
• Strong legal writing, organization, and client communication skills.
• Willingness to attend in-person client meetings and court appearances.
• Comfortable meeting a 1,600-hour annual billable requirement.
• Trust and estate litigation experience is a plus, but not required.

Why You Will Love Working Here

We believe exceptional attorneys deserve an environment where they can grow professionally while enjoying a fulfilling life outside the office. You'll benefit from flexible scheduling, approachable leadership, meaningful client relationships, and mentorship that strengthens your legal expertise. We also offer health insurance, flexible paid time off, a retirement savings plan, paid State Bar dues, and bonus opportunities.

JPC - 2736

Benefits:

• Health insurance
• Life insurance
• Vision insurance