Ownership-Driven Estate & Probate Attorney (Hybrid)

Orion Placement; California; Hybrid; USD 100,000 - 170,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Hybrid work flexibility

Dental insurance

Life insurance

Vision insurance

Paid time off

Retirement plan

Job summary

Confidential Employer, a client-focused estate planning and probate practice, seeks a California-licensed attorney to own high-impact trusts, estates, and probate work while preserving a thoughtful, client-centered approach.

You will oversee revocable living trusts, probate administration, and asset protection in collaboration with a supportive team. A strong CA bar record and experience with 100+ revocable living trusts are essential for success in this role.

Qualifications

• Active California State Bar license in good standing.
• 10+ probate cases handled independently or with significant responsibility.
• Experience with 100+ revocable living trusts.
• Strong estate planning, trust, probate, and client counseling experience.
• Valid driver's license.
• Strong written and verbal communication skills.
• Excellent organization, judgment, attention to detail, and ability to manage multiple matters.
• Understanding of California Medi-Cal and long-term care asset rules is a strong plus.
• Experience in a law firm, in-house legal environment, or solo practice will be considered based on demonstrated experience and results.

Responsibilities

• Advise clients on estate planning, trusts, probate, and related wealth and legacy planning matters.
• Prepare, review, and update revocable living trusts and comprehensive estate planning documents.
• Manage probate matters from initial strategy through administration and resolution.
• Guide clients and families through complex estate and trust administration issues.
• Identify opportunities to protect assets, minimize unnecessary probate exposure, and accomplish clients' long-term goals.
• Apply strong legal judgment to matters involving trusts, wills, powers of attorney, healthcare directives, and related planning documents.
• Communicate directly with clients in a clear, compassionate, and professional manner.
• Collaborate with the team to deliver a high-quality client experience and keep matters moving efficiently.
• Apply knowledge of California estate planning and probate law to develop practical solutions for clients.
• Bring an ownership mindset to your caseload, client relationships, and overall contribution to the practice.

Skills

Estate planning

Trusts & probate

Client counseling

Communication

Education

Active California State Bar license

Job description

Confidential Employer, a client-focused estate planning and probate practice, seeks a California-licensed attorney to own high-impact trusts, estates, and probate work while preserving a thoughtful, client-centered approach.

You will oversee revocable living trusts, probate administration, and asset protection in collaboration with a supportive team. A strong CA bar record and experience with 100+ revocable living trusts are essential for success in this role.