Estate Planning & Trust Attorney — From Associate to Senior

CunninghamLegal; Oakland (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

CunninghamLegal is seeking an Estate Planning and/or Trust Administration Attorney at associate or senior level in California, with responsibilities spanning estate planning and trust administration. The role emphasizes drafting, client consultations, and fiduciary guidance, with collaboration across paralegals and attorneys.

This position supports a full caseload, including litigation-adjacent tasks and referrals, and requires effective client communication and adherence to California Probate

Qualifications

• Strong oral and written communication skills.
• Excellent client service and interpersonal skills.
• Professional telephone and meeting etiquette.
• Knowledge of legal terminology and procedures.
• Strong analytical and legal research skills.

Responsibilities

• Meet with prospective clients for initial consultations and gather information for estate planning.
• Review existing client estates and recommend updates to plans.
• Analyze estate size to develop planning strategies and prepare documents.
• Prepare petitions and court filings as needed for trust matters.
• Attend court hearings and mediations when required.
• Communicate regularly with clients, beneficiaries, and professionals regarding status.

Skills

Estate planning

Trust administration

Client service

Legal research

Job description

CunninghamLegal is seeking an Estate Planning and/or Trust Administration Attorney at associate or senior level in California, with responsibilities spanning estate planning and trust administration. The role emphasizes drafting, client consultations, and fiduciary guidance, with collaboration across paralegals and attorneys.

This position supports a full caseload, including litigation-adjacent tasks and referrals, and requires effective client communication and adherence to California Probate