Hybrid Estate Planning & Trust Attorney - Growth Path

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 is seeking an attorney to draft and revise revocable trusts, wills, and estate planning documents, and to guide clients through consultations and signing meetings. This role handles post-death trust administration and probate, advises trustees and families, and collaborates with experienced attorneys.

Active CA Bar, 1+ year estate planning and probate experience, and a 1,600-hour annual billable target are required; hybrid schedule and strong mentorship

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.
• 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.

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

Estate planning experience

Trust administration / probate

Drafting revocable trusts & wills

Client communication

In-person court appearances

Billable hours target

Education

Active California Bar license

Job description

Confidential Employer in San Jose, CA is seeking an attorney to draft and revise revocable trusts, wills, and estate planning documents, and to guide clients through consultations and signing meetings. This role handles post-death trust administration and probate, advises trustees and families, and collaborates with experienced attorneys.

Active CA Bar, 1+ year estate planning and probate experience, and a 1,600-hour annual billable target are required; hybrid schedule and strong mentorship