Probate and Trust Administration Attorney

BCG Attorney Search; Palo Alto (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Comprehensive health insurance

Retirement savings plan

Paid time off and holidays

Job summary

BCG Attorney Search's client, a law firm in Palo Alto, CA, seeks a Probate and Trust Administration Attorney to guide families through probate, administer trusts, and prepare essential documents. The role emphasizes compassionate service, precise paperwork, and adherence to legal requirements within a busy practice.

The ideal candidate will hold a JD with bar admission in the state, proven probate/trust experience, and strong communication skills to manage multiple cases with care and efficiency.

Qualifications

• Proven experience in probate and trust administration.
• Strong understanding of estate planning laws and regulations.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Ability to manage multiple cases simultaneously.

Responsibilities

• Guide clients through the probate process with clarity and empathy.
• Administer trusts in accordance with legal requirements and client wishes.
• Prepare and file necessary legal documents for probate and trust matters.
• Collaborate with clients to resolve estate-related issues efficiently.

Skills

Detail-oriented

Multitasking

Legal research

Communication

Education

Juris Doctor (JD)

Job description

Job Overview

A law firm seeks a dedicated Probate and Trust Administration Attorney to join their team in [City/State]. The ideal candidate will provide compassionate and professional support to families navigating the complexities of probate and trust administration.

Duties

• Guide clients through the probate process with clarity and empathy.
• Administer trusts in accordance with legal requirements and client wishes.
• Prepare and file necessary legal documents for probate and trust matters.
• Collaborate with clients to resolve estate-related issues efficiently.

Requirements

• Proven experience in probate and trust administration.
• Strong understanding of estate planning laws and regulations.
• Excellent communication and interpersonal skills.

Education

Juris Doctor (JD) degree from an accredited law school.

Certifications

Bar admission in the state of practice.

Skills

• Detail-oriented with strong organizational abilities.
• Ability to manage multiple cases simultaneously.
• Proficient in legal research and document preparation.

Benefits

• Comprehensive health insurance.
• Retirement savings plan.
• Paid time off and holidays.