Senior Trust Administration, Probate and Estate Planning Attorney

SDCBA Resource Hub; San Rafael (CA); Hybrid; USD 120,000 - 190,000; Full time

Job summary

SDCBA Resource Hub is seeking a seasoned attorney to lead the firm’s trust administration and probate practice, overseeing matters from intake to resolution and ensuring compliance and efficiency.

The role includes maintaining an independent estate planning practice with autonomy, drafting documents, and managing client relationships. Remote work with Marin County office visits is required; minimum five years’ experience and active CA Bar status are essential.

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

• Oversee and manage primary trust administration and probate caseload from intake to completion.
• Advise trustees, executors, personal representatives, and beneficiaries on duties and options.
• Manage deadlines and coordinate with clients and professionals to ensure progress.
• Provide leadership to support staff on trust/estate matters.
• Identify opportunities to improve workflows and client communication.

Skills

Trust administration

Probate matters

Estate planning

Client relationships

Leadership

Workflow improvement

Organization

Education

Active membership in the State Bar of California

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.