Estate Planning & Trust Associate - Hybrid, Growth Path

Orion Placement; 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

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.