Senior Trust Administration, Probate and Estate Planning Attorney

Mill Law Center; San Rafael (CA); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Mill Law Center seeks a senior attorney to lead the firm's trust administration and probate practice, overseeing a caseload and advising trustees, executors, and beneficiaries. You will independently manage estate planning matters and maintain client relationships with a focus on efficiency and quality.

The role offers a primarily remote arrangement with occasional in-office days in Marin County, emphasizing strong organizational skills, strategic thinking, and a growth mindset.

Qualifications

• At least five years experience independently handling trust administration and probate matters.
• Experience with estate planning, including drafting and reviewing estate planning documents.
• Active membership in good standing with the State Bar of California.
• Ability to manage a substantial caseload with strong organization, attention to detail, and follow-through.
• Growth mindset.
• Availability to work from Marin County office a few days per month.

Responsibilities

• Assume primary responsibility for the firm's trust administration and probate caseload.
• Independently manage matters from initial consultation through final resolution.
• Advise trustees, executors, personal representatives, and beneficiaries on their legal responsibilities and available options.
• Manage deadlines, coordinate with clients and other professionals, and ensure matters progress efficiently and accurately.
• Provide leadership and direction to support staff working on trust administration and probate matters.
• Identify opportunities to improve workflows, strengthen client communication, and enhance the overall efficiency of these practice areas.
• Independently manage estate planning matters, from initial consultation through execution and completion.
• Develop and implement estate planning strategies tailored to clients' individual circumstances and objectives.
• Prepare and review comprehensive estate planning documents.
• Exercise independent professional judgment and maintain primary responsibility for client relationships and matter management.

Skills

Trust administration & probate

Estate planning

California Bar admission

Strong organization

Attention to detail

Client relationship management

Growth mindset

Job description

You will have primary responsibility for overseeing and managing all of the firm's trust administration and probate matters, from initial client consultation through completion.

You will also maintain an independent estate planning practice, with full autonomy over the matters assigned to you. The division of estate planning responsibilities between you and the Managing Attorney will be thoughtfully structured around your experience, areas of expertise, professional interests, and the evolving needs of the firm.

This is a primarily remote role but with one-three days per month in-office.

Lead Our Trust Administration & Probate Practice

• Assume primary responsibility for the firm's trust administration and probate caseload.
• Independently manage matters from initial consultation through final resolution.
• Advise trustees, executors, personal representatives, and beneficiaries on their legal responsibilities and available options.
• Manage deadlines, coordinate with clients and other professionals, and ensure matters progress efficiently and accurately.
• Provide leadership and direction to support staff working on trust administration and probate matters.
• Identify opportunities to improve workflows, strengthen client communication, and enhance the overall efficiency of these practice areas.

Manage an Independent Estate Planning Practice

• Independently manage estate planning matters, from initial consultation through execution and completion.
• Develop and implement estate planning strategies tailored to clients' individual circumstances and objectives.
• Prepare and review comprehensive estate planning documents.
• Exercise independent professional judgment and maintain primary responsibility for client relationships and matter management.

• At least five years experienceindependently handling trust administration and probate matters.
• Experience with estate planning, including drafting and reviewing estate planning documents.
• Active membership in good standing with the State Bar of California.
• The ability to manage a substantial caseload with strong organization, attention to detail, and follow-through.
• A growth mindset.
• Availability to work from our Marin County office a few days per month.