Probate/Estate Planning Associate Attorney

Synectics Inc.; San Jose (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental & Vision insurance

Paid time off

Job summary

Synectics Inc. seeks an Associate Attorney with 2-4 years of probate or estate planning experience and active California Bar membership. This in-person role offers strong growth, generous bonuses, and support from senior attorneys and staff.

Responsibilities include handling trusts and estates from intake to conclusion, managing planning and court-supervised matters, and ensuring excellent client service with independent and collaborative work.

Qualifications

• JD from an accredited law school and active CA Bar membership in good standing.
• Minimum 2 years probate or estate planning experience; 2-4 years preferred.
• Spanish fluency preferred; strong communication, analytical and organizational skills.

Responsibilities

• Handle trust and estate matters from intake through conclusion with supervising attorney support.
• Manage estate planning, special needs planning, and court-supervised trust matters.
• Handle trust contests, court accountings, and probate administration following death.
• Manage all aspects of conservatorship matters with paralegal and administrative support.
• Work independently and collaboratively while maintaining strong follow-through and client service.

Skills

Estate planning

Probate experience

Spanish fluency

Client service

Education

Juris Doctor (JD)

Active California Bar

Tools

MS Office

Adobe Acrobat

WealthDocs

Job description

Our client is seeking an Associate Attorney with 2-4 years of experience in Estate Planning/Probate, offering long-term growth, significant bonuses, and support from senior attorneys and staff.

Roles & Responsibilities

• Handle trust and estate matters from intake through conclusion with supervising attorney support.
• Manage estate planning, special needs planning, and court-supervised trust matters.
• Handle trust contests, court accountings, and probate administration following death.
• Manage all aspects of conservatorship matters with paralegal and administrative support.
• Work independently and collaboratively while maintaining strong follow-through and client service.

Qualifications

• Juris Doctor (JD) from an accredited law school and active California Bar membership in good standing.
• Minimum 2 years of probate or estate planning experience; 2-4 years preferred.
• Litigation experience and WealthDocs knowledge are a plus.
• Spanish fluency, excellent communication, analytical, organizational, and problem-solving skills preferred.
• Strong MS Office, Adobe Acrobat, and computer skills; self-motivated, flexible, detail-oriented, and able to learn new programs.

Compensation & Benefits

• Competitive salary based on experience.
• Significant bonus opportunities based on revenue collected.
• 401(k) with employer matching.
• Health, dental, vision, and life insurance.
• Paid time off; full-time, in-person position with significant long-term growth opportunities.