Senior Trust & Probate Attorney — Remote with Monthly Office

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

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.